Wells Fargo
Industry: Financial services company
DescriptionWells Fargo & Company is an American multinational financial services company headquartered in San Francisco, California, with central offices throughout the United States. It is the world's second-largest bank by market capitalization and the fourth largest bank in the US by total assets. CEO: Timothy J. Sloan (Oct 12, 2016–) Headquarters: San Francisco, California, United States Number of locations: 8,050 branches (2018); 13,000 ATMs (2018) Founded: March 18, 1852 Founders: William Fargo, Henry Wells Did you know: Wells Fargo is the fourth-largest bank in the US by total assets ($1,879 B). wikipedia.org
Wells Fargo List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Wells Fargo. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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69,876 Wells Fargo employees in database. Find out everything there's to know about Wells Fargo employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Wells Fargo Employees
Employee
Years
Job
Industry
Caitlin Demtschenko Caitlin Demtschenko's Wells Fargo Experience December 2009 - September 2010
Job Paychex
Industry Human Resources
Experience
IACKids January 2014 - Present
Paychex August 2012 - Present
Rochester Animal Services December 2012 - November 2014
PAETEC Energy January 2011 - July 2012
Wells Fargo December 2009 - September 2010
Statefarm Insurance July 2005 - December 2009
Skills
Business Organization, Databade Management, Supplier Relations, Customer Service, Call Center, Credit, Microsoft Excel, Customer Satisfaction, Relationship Management, Outlook, Financial Analysis, Microsoft Office, Credit Analysis, Finance, Risk Management, Sales, Negotiation, Banking, Cold Calling, Contract Negotiation, Marketing, Loan Origination, Team Leadership, Insurance, Financial Services, Training, Recruiting, New Business Development, Social Media, Fundraising, Supplier Development, Time Management, Call Centers, Payroll
Education
Nazareth College of Rochester 2012 — 2014
Master's degree, Human Resources Management and Services
University at Buffalo 2006 — 2009
Bachelor of Science in Business Administration, Majored in Marketing
IACKids January 2014 - Present
Paychex August 2012 - Present
Rochester Animal Services December 2012 - November 2014
PAETEC Energy January 2011 - July 2012
Wells Fargo December 2009 - September 2010
Statefarm Insurance July 2005 - December 2009
Skills
Business Organization, Databade Management, Supplier Relations, Customer Service, Call Center, Credit, Microsoft Excel, Customer Satisfaction, Relationship Management, Outlook, Financial Analysis, Microsoft Office, Credit Analysis, Finance, Risk Management, Sales, Negotiation, Banking, Cold Calling, Contract Negotiation, Marketing, Loan Origination, Team Leadership, Insurance, Financial Services, Training, Recruiting, New Business Development, Social Media, Fundraising, Supplier Development, Time Management, Call Centers, Payroll
Education
Nazareth College of Rochester 2012 — 2014
Master's degree, Human Resources Management and Services
University at Buffalo 2006 — 2009
Bachelor of Science in Business Administration, Majored in Marketing
Meghan Scallen Meghan Scallen's Wells Fargo Experience April 2010 - October 2011
Job Business Consultant at Zillow Group
Industry Marketing and Advertising
Experience
Zillow July 2015 - Present
Booking.com May 2013 - March 2015
Booking.com October 2011 - April 2013
Wells Fargo April 2010 - October 2011
Macy's April 2007 - May 2009
Marriott Vacation Club International May 2006 - April 2007
Kirkwood Mountain Resort December 2005 - April 2006
Aramark Parks and Destinations May 2005 - September 2005
Chanhassen Dinner Theatres May 2004 - April 2005
Skills
Customer Service, Customer Relations, Social Media, PowerPoint, Promotions, Marketing Communications, Training & Development, Marketing, Budgets, Employee Training, Copywriting, Sales, Microsoft Word, Management, Training, Hospitality, Public Relations, Editing, Tourism, Account Management, Marketing Strategy, Online Advertising
Education
Cornell University - School of Hotel Administration 2012 — 2012
Certificate, Hotel Revenue Management
University of Colorado Boulder 1997 — 2001
B.A., Journalism and Mass Communication
Université Rennes 2 2000 — 2000
Zillow July 2015 - Present
Booking.com May 2013 - March 2015
Booking.com October 2011 - April 2013
Wells Fargo April 2010 - October 2011
Macy's April 2007 - May 2009
Marriott Vacation Club International May 2006 - April 2007
Kirkwood Mountain Resort December 2005 - April 2006
Aramark Parks and Destinations May 2005 - September 2005
Chanhassen Dinner Theatres May 2004 - April 2005
Skills
Customer Service, Customer Relations, Social Media, PowerPoint, Promotions, Marketing Communications, Training & Development, Marketing, Budgets, Employee Training, Copywriting, Sales, Microsoft Word, Management, Training, Hospitality, Public Relations, Editing, Tourism, Account Management, Marketing Strategy, Online Advertising
Education
Cornell University - School of Hotel Administration 2012 — 2012
Certificate, Hotel Revenue Management
University of Colorado Boulder 1997 — 2001
B.A., Journalism and Mass Communication
Université Rennes 2 2000 — 2000
Tammy Ho Tammy Ho's Wells Fargo Experience June 2015 - August 2015
Job Student at University of California, Berkeley
Industry Financial Services
Experience
University Committee on International Education (UCIE) February 2015 - Present
Consult Your Community September 2014 - Present
UC Berkeley LEAD Center August 2014 - Present
Cal Facilitation Team January 2014 - Present
Wells Fargo June 2015 - August 2015
Morgan Stanley December 2014 - May 2015
Credit Union for Berkeley Students (CUBS) January 2014 - December 2014
International House Dublin (Ireland) June 2014 - August 2014
Berkeley ABA September 2013 - May 2014
Stanford Asian Liver Center August 2012 - May 2013
Education
University of California, Berkeley 2013 — 2017
Bachelor of Arts (B.A.) Economics
University College Dublin 2014 — 2014
Berkeley Global Internships Program
Lowell High School 2009 — 2013
High School Diploma
University Committee on International Education (UCIE) February 2015 - Present
Consult Your Community September 2014 - Present
UC Berkeley LEAD Center August 2014 - Present
Cal Facilitation Team January 2014 - Present
Wells Fargo June 2015 - August 2015
Morgan Stanley December 2014 - May 2015
Credit Union for Berkeley Students (CUBS) January 2014 - December 2014
International House Dublin (Ireland) June 2014 - August 2014
Berkeley ABA September 2013 - May 2014
Stanford Asian Liver Center August 2012 - May 2013
Education
University of California, Berkeley 2013 — 2017
Bachelor of Arts (B.A.) Economics
University College Dublin 2014 — 2014
Berkeley Global Internships Program
Lowell High School 2009 — 2013
High School Diploma
Chanvattanak Eang Chanvattanak Eang's Wells Fargo Experience January 2015 - April 2015
Job Production Supervisor
Industry Construction
Experience
KAL Enterprises September 2014 - Present
Wells Fargo January 2015 - April 2015
Pour un Sourire d'Enfant July 2013 - October 2013
Hello American School January 2012 - July 2012
Chambre de commerce franco-cambodgienne May 2012 - May 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, English, Windows, Teaching, Budgets, Public Speaking, Strategic Planning, Negotiation, Advertising, Training, Management, Leadership
Education
Université Lumière (Lyon II) 2010 — 2014
Bachelor's Degree, Economics and Management
Australian Centre of Education 2006 — 2009
General English Program, English
KAL Enterprises September 2014 - Present
Wells Fargo January 2015 - April 2015
Pour un Sourire d'Enfant July 2013 - October 2013
Hello American School January 2012 - July 2012
Chambre de commerce franco-cambodgienne May 2012 - May 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, English, Windows, Teaching, Budgets, Public Speaking, Strategic Planning, Negotiation, Advertising, Training, Management, Leadership
Education
Université Lumière (Lyon II) 2010 — 2014
Bachelor's Degree, Economics and Management
Australian Centre of Education 2006 — 2009
General English Program, English
Mandi Lee Abel Mandi Lee Abel's Wells Fargo Experience October 1997 - January 2000
Job Teacher at Chesterfield County Public Schools
Industry Primary/Secondary Education
Experience
Chesterfield County Public Schools August 2000 - Present
Wells Fargo October 1997 - January 2000
Skills
Classroom, Curriculum Development, Lesson Planning, Curriculum Design, Literacy, Classroom Management, Educational Leadership, Teacher Training, Differentiated..., Language Arts, Technology Integration, Smartboard, RTI, Gifted Education, Elementary Education, Special Education
Education
Virginia Commonwealth University
Master's degree, Elementary Education and Teaching
University at Buffalo
Bachelor of Science (B.S.), Anthropology
LaSalle Senior High
Chesterfield County Public Schools August 2000 - Present
Wells Fargo October 1997 - January 2000
Skills
Classroom, Curriculum Development, Lesson Planning, Curriculum Design, Literacy, Classroom Management, Educational Leadership, Teacher Training, Differentiated..., Language Arts, Technology Integration, Smartboard, RTI, Gifted Education, Elementary Education, Special Education
Education
Virginia Commonwealth University
Master's degree, Elementary Education and Teaching
University at Buffalo
Bachelor of Science (B.S.), Anthropology
LaSalle Senior High
Joshua Winborn's Wells Fargo Experience November 2010 - April 2011
Job ESales at Tom Williams BMW
Industry Hospital & Health Care
Experience
Tom Williams BMW October 2011 - Present
Wells Fargo November 2010 - April 2011
Norwood Clinic May 2010 - August 2010
University of Alabama August 2006 - August 2010
Winborn & Co. August 2006 - August 2010
Skills
Recruiting, Microsoft Excel, Customer Service, Healthcare Management, Microsoft Office, PowerPoint, Microsoft Word, Data Analysis, Sales, Social Media, Public Speaking, Outlook, Research, Marketing, Strategic Planning, Team Building, Process Improvement, SharePoint, Healthcare, Social Networking
Education
University of Alabama 2006 — 2010
Bachelor in Science
Jefferson State Community College 2005 — 2006
Associates
Tarrant High School 2002 — 2006
High School Diploma
Tom Williams BMW October 2011 - Present
Wells Fargo November 2010 - April 2011
Norwood Clinic May 2010 - August 2010
University of Alabama August 2006 - August 2010
Winborn & Co. August 2006 - August 2010
Skills
Recruiting, Microsoft Excel, Customer Service, Healthcare Management, Microsoft Office, PowerPoint, Microsoft Word, Data Analysis, Sales, Social Media, Public Speaking, Outlook, Research, Marketing, Strategic Planning, Team Building, Process Improvement, SharePoint, Healthcare, Social Networking
Education
University of Alabama 2006 — 2010
Bachelor in Science
Jefferson State Community College 2005 — 2006
Associates
Tarrant High School 2002 — 2006
High School Diploma
Jane McNally Jane McNally's Wells Fargo Experience April 2001 - February 2007
Job Finance Manager at Riverbed Technology
Industry Insurance
Experience
Riverbed Technology June 2011 - Present
Blue Shield of California February 2007 - June 2011
Wells Fargo April 2001 - February 2007
Skills
Management, Essbase, Financial Modeling, Strategic Financial..., Product Management, Financial Analysis, PeopleSoft, Financial Reporting, Strategy, Sarbanes-Oxley Act, Salesforce.com, Cross-functional Team...
Education
University College Dublin
Master’s Degree, Business Studies
University College Dublin
Bachelor of Commerce Degree
Riverbed Technology June 2011 - Present
Blue Shield of California February 2007 - June 2011
Wells Fargo April 2001 - February 2007
Skills
Management, Essbase, Financial Modeling, Strategic Financial..., Product Management, Financial Analysis, PeopleSoft, Financial Reporting, Strategy, Sarbanes-Oxley Act, Salesforce.com, Cross-functional Team...
Education
University College Dublin
Master’s Degree, Business Studies
University College Dublin
Bachelor of Commerce Degree
Christa Carter Christa Carter's Wells Fargo Experience November 2009 - September 2010
Job Compliance Director at Fifth Third Bank
Industry Financial Services
Experience
Fifth Third Bank October 2011 - Present
IntuVision Partners, LLC January 2010 - Present
Time Out Youth April 2010 - September 2012
BB&T October 2010 - October 2011
Wells Fargo November 2009 - September 2010
Wachovia Bank October 2007 - November 2009
Wachovia Bank December 2005 - October 2007
Wachovia Bank December 2000 - December 2005
Institute for Defense Analyses 1998 - 1999
AmSouth May 1991 - August 1996
Skills
Executive Presentations, Statistical Modeling, SAS, Basel II, Fair Lending, Model Validation, Interpreting Bank..., Building Relationships, Mentoring Of Staff, Data Governance, Start-up Operations, Compliance, Quantitative Analysis, Credit Analysis, Regulatory Risk, Analysis, Banking, Data Analysis, Enterprise Risk..., Analytics, Mortgage Lending, Financial Risk, Quantitative Analytics, Credit Risk, Risk Management, Financial Services, Regulations, Statistics, Strategy
Education
University of Alabama 1998 — 2002
Ph.D., Applied Statistics
University of Alabama 1996 — 1998
Master of Science, Applied Statistics
University of Alabama 1991 — 1995
Bachelor of Science, Applied Statistics, Organizational Speech Communication
Fifth Third Bank October 2011 - Present
IntuVision Partners, LLC January 2010 - Present
Time Out Youth April 2010 - September 2012
BB&T October 2010 - October 2011
Wells Fargo November 2009 - September 2010
Wachovia Bank October 2007 - November 2009
Wachovia Bank December 2005 - October 2007
Wachovia Bank December 2000 - December 2005
Institute for Defense Analyses 1998 - 1999
AmSouth May 1991 - August 1996
Skills
Executive Presentations, Statistical Modeling, SAS, Basel II, Fair Lending, Model Validation, Interpreting Bank..., Building Relationships, Mentoring Of Staff, Data Governance, Start-up Operations, Compliance, Quantitative Analysis, Credit Analysis, Regulatory Risk, Analysis, Banking, Data Analysis, Enterprise Risk..., Analytics, Mortgage Lending, Financial Risk, Quantitative Analytics, Credit Risk, Risk Management, Financial Services, Regulations, Statistics, Strategy
Education
University of Alabama 1998 — 2002
Ph.D., Applied Statistics
University of Alabama 1996 — 1998
Master of Science, Applied Statistics
University of Alabama 1991 — 1995
Bachelor of Science, Applied Statistics, Organizational Speech Communication
Melina Mackey Melina Mackey's Wells Fargo Experience December 2013 - Present
Job Assistant Vice President at Wells Fargo
Industry Financial Services
Experience
Wells Fargo December 2013 - Present
Wells Fargo July 2008 - December 2013
BNP Paribas January 2007 - June 2008
Natixis November 2005 - December 2006
Skills
French, English, Spanish
Education
Université Paris Dauphine 2004 — 2005
Post-Master Degree in International Business (five-year degree), Finance - Business
Wells Fargo December 2013 - Present
Wells Fargo July 2008 - December 2013
BNP Paribas January 2007 - June 2008
Natixis November 2005 - December 2006
Skills
French, English, Spanish
Education
Université Paris Dauphine 2004 — 2005
Post-Master Degree in International Business (five-year degree), Finance - Business
Marshall Peterman Marshall Peterman's Wells Fargo Experience August 2010 - December 2011
Job Specialist at Apple
Industry Animation
Experience
Apple September 2012 - Present
Wells Fargo August 2010 - December 2011
Education
University of Advancing Technology 2004 — 2008
Animation Mentor
Apple September 2012 - Present
Wells Fargo August 2010 - December 2011
Education
University of Advancing Technology 2004 — 2008
Animation Mentor
Charlie Meister's Wells Fargo Experience February 2002 - June 2010
Job AVP Branch Manager at KeyCorp
Industry Banking
Experience
KeyCorp July 2010 - Present
Wells Fargo February 2002 - June 2010
Skills
Banking, Commercial Banking, Consumer Lending, Credit, Loan Origination, Loans, Mortgage Lending, Retail Banking, Small Business Lending
Education
University at Buffalo 1998 — 2002
Bachelor of Science (B.S.), Business Administration and Management, General, 3.72
KeyCorp July 2010 - Present
Wells Fargo February 2002 - June 2010
Skills
Banking, Commercial Banking, Consumer Lending, Credit, Loan Origination, Loans, Mortgage Lending, Retail Banking, Small Business Lending
Education
University at Buffalo 1998 — 2002
Bachelor of Science (B.S.), Business Administration and Management, General, 3.72
David Wemhaner David Wemhaner's Wells Fargo Experience December 2000 - December 2002
Job Associate Research Administrator at Northwestern University
Industry Research
Experience
Northwestern University November 2014 - Present
Northwestern University July 2014 - November 2014
UCLA January 2014 - June 2014
Aec, Inc. April 2013 - December 2013
TOMS August 2012 - January 2013
UCLA September 2010 - April 2012
IN Marketing Services October 2007 - July 2009
McGraw-Hill Construction May 2007 - October 2007
UCLA December 2002 - May 2004
Wells Fargo December 2000 - December 2002
Skills
Proofreading, Research, Editing, Teaching, SharePoint, Microsoft Office, Microsoft Word, Customer Service, Technical Writing, Microsoft Excel, PowerPoint, English, Windows, Photoshop, Linguistics, HTML, Public Speaking, Data Analysis, Software Documentation, Instructional Design, LaTeX, WordPress, Wild Apricot, FrameMaker, Social Media, Social Networking, Copy Editing, Statistics, Newsletters, Marketing Communications, Photography, Nonprofits, Natural Language..., R, Books, Publishing, Quality Assurance, Grammar, Experimental Design, Public Relations, Training, Blogging, Marketing, Copywriting, Social Media Marketing, Outlook, Syntax, Editorial, Adobe Acrobat, Creative Writing
Education
University of California, Los Angeles 2009 — 2012
Master of Arts (M.A.), Linguistics
University of California, Los Angeles 2003 — 2006
Bachelor of Arts (B.A.), Linguistics, 3.82/3.95 in major
Université Michel de Montaigne (Bordeaux 3) 2004 — 2005
Romance Languages, Literatures, and Linguistics, 16/20
Northwestern University November 2014 - Present
Northwestern University July 2014 - November 2014
UCLA January 2014 - June 2014
Aec, Inc. April 2013 - December 2013
TOMS August 2012 - January 2013
UCLA September 2010 - April 2012
IN Marketing Services October 2007 - July 2009
McGraw-Hill Construction May 2007 - October 2007
UCLA December 2002 - May 2004
Wells Fargo December 2000 - December 2002
Skills
Proofreading, Research, Editing, Teaching, SharePoint, Microsoft Office, Microsoft Word, Customer Service, Technical Writing, Microsoft Excel, PowerPoint, English, Windows, Photoshop, Linguistics, HTML, Public Speaking, Data Analysis, Software Documentation, Instructional Design, LaTeX, WordPress, Wild Apricot, FrameMaker, Social Media, Social Networking, Copy Editing, Statistics, Newsletters, Marketing Communications, Photography, Nonprofits, Natural Language..., R, Books, Publishing, Quality Assurance, Grammar, Experimental Design, Public Relations, Training, Blogging, Marketing, Copywriting, Social Media Marketing, Outlook, Syntax, Editorial, Adobe Acrobat, Creative Writing
Education
University of California, Los Angeles 2009 — 2012
Master of Arts (M.A.), Linguistics
University of California, Los Angeles 2003 — 2006
Bachelor of Arts (B.A.), Linguistics, 3.82/3.95 in major
Université Michel de Montaigne (Bordeaux 3) 2004 — 2005
Romance Languages, Literatures, and Linguistics, 16/20
Sara Joseph Sara Joseph's Wells Fargo Experience August 2011 - January 2014
Job Real Estate Agent at Keller Williams Realty of Buckhead
Industry Financial Services
Experience
Keller Williams Realty January 2014 - Present
Wells Fargo August 2011 - January 2014
Paychex August 2010 - August 2011
Robert Half International August 2009 - August 2010
Skills
Sales, Sales Operations, Cold Calling, Salesforce.com, Sales Process, Sales Presentations, Account Management, Recruiting, Direct Sales, Selling, Building Relationships, Solution Selling, Sales Management, New Business Development, Customer Retention, Customer Service, Leadership, Marketing, Management
Education
University of Alabama 2001 — 2006
Bachelor of Science (BS), Finance
Keller Williams Realty January 2014 - Present
Wells Fargo August 2011 - January 2014
Paychex August 2010 - August 2011
Robert Half International August 2009 - August 2010
Skills
Sales, Sales Operations, Cold Calling, Salesforce.com, Sales Process, Sales Presentations, Account Management, Recruiting, Direct Sales, Selling, Building Relationships, Solution Selling, Sales Management, New Business Development, Customer Retention, Customer Service, Leadership, Marketing, Management
Education
University of Alabama 2001 — 2006
Bachelor of Science (BS), Finance
Andy Jeune Andy Jeune's Wells Fargo Experience May 2012 - December 2012
Job IT Facility Desktop Engineer at Banner Health
Industry Information Technology and Services
Experience
Banner Health February 2013 - October 2013
Wells Fargo May 2012 - December 2012
Flextronics/Microsoft Store October 2011 - February 2012
Apollo Group August 2011 - October 2011
Fry’s Electronics March 2006 - July 2011
Skills
Operating Systems, Networking, Access, Microsoft Office, Customer Service, Active Directory, Windows 7, XP, Process Improvement, Technical Support, Computer Hardware, Windows Server, Troubleshooting, SDLC, Servers, Help Desk Support, Laptops, Microsoft Excel, Software Installation, Project Management
Education
University of Advancing Technology 2002 — 2005
Bachelor of Science, Software Engineering
Banner Health February 2013 - October 2013
Wells Fargo May 2012 - December 2012
Flextronics/Microsoft Store October 2011 - February 2012
Apollo Group August 2011 - October 2011
Fry’s Electronics March 2006 - July 2011
Skills
Operating Systems, Networking, Access, Microsoft Office, Customer Service, Active Directory, Windows 7, XP, Process Improvement, Technical Support, Computer Hardware, Windows Server, Troubleshooting, SDLC, Servers, Help Desk Support, Laptops, Microsoft Excel, Software Installation, Project Management
Education
University of Advancing Technology 2002 — 2005
Bachelor of Science, Software Engineering
Brendan O'Malley Brendan O'Malley's Wells Fargo Experience October 2014 - Present
Job Financial Services
Industry Financial Services
Experience
Wells Fargo October 2014 - Present
Title Trading Services USA Inc February 2013 - March 2014
XR Trading July 2007 - June 2012
X-Pat Trading LLC March 2004 - February 2006
Siemens Business Services June 2001 - March 2004
Clarion Consulting June 2000 - June 2001
Dial Contracts Limited 1995 - 1999
Skills
R, Derivatives, Bloomberg, VBA, SQL, Equities, Trading Systems, Trading Strategies, Risk Management, Capital Markets, Portfolio Management, Equity Trading, Quantitative Finance, Trading, Hedging
Education
University College Cork 1992 — 1993
Higer Diploma
University College Dublin 1988 — 1991
BA (Hons)
Clongowes Wood College 1982 — 1988
CBS Westport
Wells Fargo October 2014 - Present
Title Trading Services USA Inc February 2013 - March 2014
XR Trading July 2007 - June 2012
X-Pat Trading LLC March 2004 - February 2006
Siemens Business Services June 2001 - March 2004
Clarion Consulting June 2000 - June 2001
Dial Contracts Limited 1995 - 1999
Skills
R, Derivatives, Bloomberg, VBA, SQL, Equities, Trading Systems, Trading Strategies, Risk Management, Capital Markets, Portfolio Management, Equity Trading, Quantitative Finance, Trading, Hedging
Education
University College Cork 1992 — 1993
Higer Diploma
University College Dublin 1988 — 1991
BA (Hons)
Clongowes Wood College 1982 — 1988
CBS Westport
Amy Savicky Injaian Amy Savicky Injaian's Wells Fargo Experience May 2014 - Present
Job Assistant Vice President, Wells Fargo Corporate Communications
Industry Financial Services
Experience
Wells Fargo May 2014 - Present
Wells Fargo Bank October 2008 - May 2014
Wells Fargo October 2004 - October 2008
Skills
Media Relations, Public Relations, Corporate Communications, Internal Communications, Crisis Communications, Strategic Communications, Press Releases, Communications Planning, Speech Writing, Marketing Communications, Editing, Integrated Marketing, Social Media, Nonprofits, Strategy
Education
State University of New York at Albany 1999 — 2003
BA, Mass Communications and Rhetoric
Wells Fargo May 2014 - Present
Wells Fargo Bank October 2008 - May 2014
Wells Fargo October 2004 - October 2008
Skills
Media Relations, Public Relations, Corporate Communications, Internal Communications, Crisis Communications, Strategic Communications, Press Releases, Communications Planning, Speech Writing, Marketing Communications, Editing, Integrated Marketing, Social Media, Nonprofits, Strategy
Education
State University of New York at Albany 1999 — 2003
BA, Mass Communications and Rhetoric
Robert Schaff's Wells Fargo Experience March 2013 - July 2014
Job Senior Examiner at LPL Financial
Industry Financial Services
Experience
LPL Financial July 2014 - Present
Wells Fargo March 2013 - July 2014
LPL Financial August 2012 - March 2013
LPL Financial January 2011 - August 2012
LPL Financial April 2008 - January 2011
Citi May 2007 - April 2008
Merrill Lynch July 2005 - May 2007
Skills
Securities, Series 7, Series 63, FINRA, Series 24, Investments, Asset Allocation, Series 65, Auditing, HOA, Broker-Dealer, Compliance, Series 4, General Securities..., Brokerage, Financial Analysis, Leadership, Risk Management
Education
University of North Carolina at Charlotte 2012 — 2014
Master of Business Administration (M.B.A.)
University at Buffalo 2003 — 2007
Bachelor of Science, Business Administration, 3.6
Sweet Home High School 1999 — 2003
LPL Financial July 2014 - Present
Wells Fargo March 2013 - July 2014
LPL Financial August 2012 - March 2013
LPL Financial January 2011 - August 2012
LPL Financial April 2008 - January 2011
Citi May 2007 - April 2008
Merrill Lynch July 2005 - May 2007
Skills
Securities, Series 7, Series 63, FINRA, Series 24, Investments, Asset Allocation, Series 65, Auditing, HOA, Broker-Dealer, Compliance, Series 4, General Securities..., Brokerage, Financial Analysis, Leadership, Risk Management
Education
University of North Carolina at Charlotte 2012 — 2014
Master of Business Administration (M.B.A.)
University at Buffalo 2003 — 2007
Bachelor of Science, Business Administration, 3.6
Sweet Home High School 1999 — 2003
Jennifer Stoody Jennifer Stoody's Wells Fargo Experience 2014 - Present
Job Senior Vice President at Wells Fargo
Industry Financial Services
Experience
Wells Fargo 2014 - Present
Consulting 2014 - 2014
Credit Suisse Private Bank 2008 - 2014
Lehman Brothers 2006 - 2008
Citibank Private Bank 2001 - 2006
Deutsche Bank Private Bank 1997 - 2001
Skills
Project Portfolio..., Change Management, Project Management, Product Management, Business Strategy, Management, Financial Services, Banking, Wealth Management, Program Management, Process Engineering, Business Process..., Business Process Mapping, Relationship Management, SDLC, CRM
Education
Hofstra University Frank G. Zarb School of Business
Masters of Business Administration, Banking and Finance
State University of New York at Albany
Bachelor of Science, Mathematics
Wells Fargo 2014 - Present
Consulting 2014 - 2014
Credit Suisse Private Bank 2008 - 2014
Lehman Brothers 2006 - 2008
Citibank Private Bank 2001 - 2006
Deutsche Bank Private Bank 1997 - 2001
Skills
Project Portfolio..., Change Management, Project Management, Product Management, Business Strategy, Management, Financial Services, Banking, Wealth Management, Program Management, Process Engineering, Business Process..., Business Process Mapping, Relationship Management, SDLC, CRM
Education
Hofstra University Frank G. Zarb School of Business
Masters of Business Administration, Banking and Finance
State University of New York at Albany
Bachelor of Science, Mathematics
Brandon Snider Brandon Snider's Wells Fargo Experience July 2004 - August 2006
Job Brandon Snider, District Manager at Willow Bend Mortgage Company
Industry Financial Services
Experience
Willow Bend Mortgage Company August 2014 - Present
Homes For Heroes® August 2013 - Present
Consumer First Mortgage August 2006 - August 2014
Liberty Church 2007 - 2009
Wells Fargo July 2004 - August 2006
T-Mobile August 2003 - October 2004
Skills
USDA, First Time Home Buyers, FHA, Conventional, VA, Mortgage Lending, Refinance, Mortgage, VA loans, Housing Finance, Purchase, Mortgage Banking, Conforming, Government Loans, Mortgage Planning, Loan Origination, FHA financing, Residential Mortgages, Investment Properties, REO, First Time Buyers, Loans, Credit, Selling, Referrals, New Home Sales, Sellers, Training, Leadership, Real Estate, Relocation, Foreclosures, Real Property, Single Family Homes, Property, Investors, Condos, Rentals, Real Estate Transactions, Listings, Residential Homes, Buyers, Short Sales, Buyer Representation, Resellers, Certified Mortgage..., Luxury, HUD, Move Up Buyers, Investments
Education
University of Alabama 1998 — 2003
Bachelor of Science, Marketing
Willow Bend Mortgage Company August 2014 - Present
Homes For Heroes® August 2013 - Present
Consumer First Mortgage August 2006 - August 2014
Liberty Church 2007 - 2009
Wells Fargo July 2004 - August 2006
T-Mobile August 2003 - October 2004
Skills
USDA, First Time Home Buyers, FHA, Conventional, VA, Mortgage Lending, Refinance, Mortgage, VA loans, Housing Finance, Purchase, Mortgage Banking, Conforming, Government Loans, Mortgage Planning, Loan Origination, FHA financing, Residential Mortgages, Investment Properties, REO, First Time Buyers, Loans, Credit, Selling, Referrals, New Home Sales, Sellers, Training, Leadership, Real Estate, Relocation, Foreclosures, Real Property, Single Family Homes, Property, Investors, Condos, Rentals, Real Estate Transactions, Listings, Residential Homes, Buyers, Short Sales, Buyer Representation, Resellers, Certified Mortgage..., Luxury, HUD, Move Up Buyers, Investments
Education
University of Alabama 1998 — 2003
Bachelor of Science, Marketing
Cara Luzzi's Wells Fargo Experience March 2015 - Present
Job Licensed Personal Banker at Wells Fargo
Industry Banking
Experience
Wells Fargo March 2015 - Present
Citi Bank August 2014 - March 2015
JP Morgan Chase March 2013 - July 2014
JPMorgan Chase June 2012 - July 2014
Citizens Bank October 2011 - May 2012
Adaptive Marketing Strategies August 2010 - April 2011
AT&T Mobility August 2009 - August 2010
Skills
Customer Service, B2B, Interviews, Leadership, Sales, Sales Management, Management, Finance, Financial Services, Cold Calling, Credit, Portfolio Management
Education
SUNY at Buffalo 2003 — 2008
Bachelor's degree, Hospitality Administration/Management
Lewiston Porter High School 1999 — 2003
Regents, Regents
Wells Fargo March 2015 - Present
Citi Bank August 2014 - March 2015
JP Morgan Chase March 2013 - July 2014
JPMorgan Chase June 2012 - July 2014
Citizens Bank October 2011 - May 2012
Adaptive Marketing Strategies August 2010 - April 2011
AT&T Mobility August 2009 - August 2010
Skills
Customer Service, B2B, Interviews, Leadership, Sales, Sales Management, Management, Finance, Financial Services, Cold Calling, Credit, Portfolio Management
Education
SUNY at Buffalo 2003 — 2008
Bachelor's degree, Hospitality Administration/Management
Lewiston Porter High School 1999 — 2003
Regents, Regents
Bonnie Jenkins Bonnie Jenkins's Wells Fargo Experience April 2008 - Present
Job Accountant at Wells Fargo
Industry Financial Services
Experience
Wells Fargo April 2008 - Present
Education
University at Buffalo 1998 — 2000
Master of Business Administration (M.B.A.)
University at Buffalo 1993 — 1997
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Wells Fargo April 2008 - Present
Education
University at Buffalo 1998 — 2000
Master of Business Administration (M.B.A.)
University at Buffalo 1993 — 1997
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Nathan Shelc Nathan Shelc's Wells Fargo Experience July 2013 - Present
Job Credit Analyst at Wells Fargo
Industry Banking
Experience
Wells Fargo July 2013 - Present
J. Fitzgerald Group May 2012 - August 2012
First Investors May 2009 - August 2009
CUTCO Cutlery May 2007 - August 2007
Skills
Marketing, PowerPoint, Microsoft Excel, Marketing Communications, Data Analysis, Finance, Corporate Finance, Financial Analysis, Financial Modeling, Economics, Macroeconomics, Microeconomics, Managerial Finance
Education
State University of New York at Buffalo 2011 — 2013
Master of Business Administration (MBA), Marketing and Finance
State University of New York at Buffalo 2006 — 2011
Bachelor of Science (B.S.), Finance and International Business
University of Indianapolis, Athens Campus 2010 — 2010
International Business, International Politics, and International Relations
Wells Fargo July 2013 - Present
J. Fitzgerald Group May 2012 - August 2012
First Investors May 2009 - August 2009
CUTCO Cutlery May 2007 - August 2007
Skills
Marketing, PowerPoint, Microsoft Excel, Marketing Communications, Data Analysis, Finance, Corporate Finance, Financial Analysis, Financial Modeling, Economics, Macroeconomics, Microeconomics, Managerial Finance
Education
State University of New York at Buffalo 2011 — 2013
Master of Business Administration (MBA), Marketing and Finance
State University of New York at Buffalo 2006 — 2011
Bachelor of Science (B.S.), Finance and International Business
University of Indianapolis, Athens Campus 2010 — 2010
International Business, International Politics, and International Relations
Carroll Mullis, CFA, CFP ® Carroll Mullis, CFA, CFP ®'s Wells Fargo Experience December 2006 - December 2008
Job Senior Director Investments at Oppenheimer & Co. Inc.
Industry Financial Services
Experience
Oppenheimer & Co. Inc. December 2009 - Present
Wells Fargo December 2006 - December 2008
SunTrust December 2003 - December 2006
EY December 1999 - December 2003
SunTrust December 1995 - December 1998
Education
University of Georgia - Terry College of Business 1998 — 1999
Master of Business Administration (MBA), Consulting, Finance & Real Estate
University of Alabama 1992 — 1994
Bachelor of Science (BS), Corporate Finance and Investment Management
Oppenheimer & Co. Inc. December 2009 - Present
Wells Fargo December 2006 - December 2008
SunTrust December 2003 - December 2006
EY December 1999 - December 2003
SunTrust December 1995 - December 1998
Education
University of Georgia - Terry College of Business 1998 — 1999
Master of Business Administration (MBA), Consulting, Finance & Real Estate
University of Alabama 1992 — 1994
Bachelor of Science (BS), Corporate Finance and Investment Management
Greg Hartzel Greg Hartzel's Wells Fargo Experience 2003 - Present
Job VP Trust Systems Technology at Wells Fargo
Industry Financial Services
Experience
Wells Fargo 2003 - Present
BORN 1997 - 2003
United Defense 1996 - 1997
Skills
Java, JavaScript, DB2, Microsoft SQL Server, HTML, YUI, C#
Education
University of St. Thomas 1994 — 2000
Master of Science (MS), Computer Software Engineering
SUNY at Buffalo 1987 — 1991
Bachelor of Science (BS), Electrical and Electronics Engineering
Wells Fargo 2003 - Present
BORN 1997 - 2003
United Defense 1996 - 1997
Skills
Java, JavaScript, DB2, Microsoft SQL Server, HTML, YUI, C#
Education
University of St. Thomas 1994 — 2000
Master of Science (MS), Computer Software Engineering
SUNY at Buffalo 1987 — 1991
Bachelor of Science (BS), Electrical and Electronics Engineering
Rick Stilson's Wells Fargo Experience June 2010 - Present
Job AVP Special Servicing at Wells Fargo
Industry Financial Services
Experience
Wells Fargo June 2010 - Present
Bank of America September 2009 - June 2010
Bank of America June 2007 - September 2009
HSBC May 2006 - June 2007
Skills
Financial Analysis, Microsoft Excel, Commercial Real Estate..., Reporting & Analysis, Business Development, Microsoft Word, Private Pilot, Underwriting, Loss Mitigation, Site Inspections, Real Estate Due..., Access, Visual Basic, PowerPoint, Portfolio Management, Loans
Education
University of North Carolina at Charlotte - Belk College of Business 2013 — 2014
Master of Business Administration (M.B.A.), Real Estate Development, 4.0
State University of New York at Buffalo 2003 — 2007
Bachelor of Business Administration (B.B.A.), Finance and Marketing, 3.8
Wells Fargo June 2010 - Present
Bank of America September 2009 - June 2010
Bank of America June 2007 - September 2009
HSBC May 2006 - June 2007
Skills
Financial Analysis, Microsoft Excel, Commercial Real Estate..., Reporting & Analysis, Business Development, Microsoft Word, Private Pilot, Underwriting, Loss Mitigation, Site Inspections, Real Estate Due..., Access, Visual Basic, PowerPoint, Portfolio Management, Loans
Education
University of North Carolina at Charlotte - Belk College of Business 2013 — 2014
Master of Business Administration (M.B.A.), Real Estate Development, 4.0
State University of New York at Buffalo 2003 — 2007
Bachelor of Business Administration (B.B.A.), Finance and Marketing, 3.8
Vishal Mhatre Vishal Mhatre's Wells Fargo Experience October 2010 - October 2011
Job Senior QA Engineer at Nowcom
Industry Information Technology and Services
Experience
Nowcom June 2013 - Present
Hyundai Capital America May 2012 - June 2013
Sempra Energy October 2011 - April 2012
Wells Fargo October 2010 - October 2011
Infosys November 2005 - October 2008
Skills
Quality Center, Quick Test professional, Load Runner, Performance Center, SOAP UI, Toad, SQL, CRM siebel testing, Test Automation, Business Analysis, MS Excel Pivot Tables, macro programming, XML testing, UML, bug tracking, Customer Service, Microsoft Word, PowerPoint, Microsoft Excel, Microsoft Office, LoadRunner, QTP, Automation, Regression Testing, Testing, Defect Tracking, Test Planning, Analysis, Databases, SDLC, User Acceptance Testing, Manual Testing, Selenium, System Testing, SoapUI, Test Cases, Requirements Analysis, Macro, Bug Tracking, PL/SQL, JIRA, Agile Testing, Software Quality..., Black Box Testing, Waterfall, Business Intelligence, Integration Testing, Performance Testing, Test Execution, Visio
Education
University of Aberdeen 2008 — 2010
Master of Science (MS), Risk Analysis and Management, 2: 1
University of Mumbai 2002 — 2005
Bachelor of Engineering (BE), Electronics and telecommunications
Nowcom June 2013 - Present
Hyundai Capital America May 2012 - June 2013
Sempra Energy October 2011 - April 2012
Wells Fargo October 2010 - October 2011
Infosys November 2005 - October 2008
Skills
Quality Center, Quick Test professional, Load Runner, Performance Center, SOAP UI, Toad, SQL, CRM siebel testing, Test Automation, Business Analysis, MS Excel Pivot Tables, macro programming, XML testing, UML, bug tracking, Customer Service, Microsoft Word, PowerPoint, Microsoft Excel, Microsoft Office, LoadRunner, QTP, Automation, Regression Testing, Testing, Defect Tracking, Test Planning, Analysis, Databases, SDLC, User Acceptance Testing, Manual Testing, Selenium, System Testing, SoapUI, Test Cases, Requirements Analysis, Macro, Bug Tracking, PL/SQL, JIRA, Agile Testing, Software Quality..., Black Box Testing, Waterfall, Business Intelligence, Integration Testing, Performance Testing, Test Execution, Visio
Education
University of Aberdeen 2008 — 2010
Master of Science (MS), Risk Analysis and Management, 2: 1
University of Mumbai 2002 — 2005
Bachelor of Engineering (BE), Electronics and telecommunications
Jeff Weeks Jeff Weeks's Wells Fargo Experience July 2007 - September 2010
Job at Press Print Graphics LLC
Industry Printing
Experience
Press Print Graphics LLC September 2010 - Present
Press Print Graphics April 2008 - Present
Wells Fargo July 2007 - September 2010
CIT June 1984 - July 2007
Skills
Experienced in Growing..., Credit, Insurance, Credit Analysis, Sales Management, Banners, Business Development, Real Estate, Graphics, Small Business Lending, Banking, Sales, Loan Origination, Strategic Planning, Financial Services, Credit Risk, Underwriting, Negotiation, Mortgage Lending, Analysis, Finance, Customer Service, Forecasting, Loans, Relationship Management, Business Analysis, Commercial Banking, New Business Development, Risk Management, Management, Commercial Lending, Portfolio Management, Financial Analysis, Flyers, Mergers & Acquisitions, Small Business, Brochures, Leadership, Executive Management, Corporate Finance, Investments, Pricing
Education
University of Alabama 1979 — 1984
BS, Human Resources
Press Print Graphics LLC September 2010 - Present
Press Print Graphics April 2008 - Present
Wells Fargo July 2007 - September 2010
CIT June 1984 - July 2007
Skills
Experienced in Growing..., Credit, Insurance, Credit Analysis, Sales Management, Banners, Business Development, Real Estate, Graphics, Small Business Lending, Banking, Sales, Loan Origination, Strategic Planning, Financial Services, Credit Risk, Underwriting, Negotiation, Mortgage Lending, Analysis, Finance, Customer Service, Forecasting, Loans, Relationship Management, Business Analysis, Commercial Banking, New Business Development, Risk Management, Management, Commercial Lending, Portfolio Management, Financial Analysis, Flyers, Mergers & Acquisitions, Small Business, Brochures, Leadership, Executive Management, Corporate Finance, Investments, Pricing
Education
University of Alabama 1979 — 1984
BS, Human Resources
Todd Winchel Todd Winchel's Wells Fargo Experience October 2005 - September 2014
Job Vice President Global Capital Markets Insurance Collateral Solutions at Wilmington Trust
Industry Banking
Experience
Wilmington Trust September 2014 - Present
Wells Fargo October 2005 - September 2014
BNY Mellon 2001 - 2005
Bankers Trust Co. June 1986 - October 1995
Skills
Commercial Banking, Banking, Reinsurance, Captives, Bermuda SPVs, Reg 114 Trusts, Management, Sales Management, Divisional Management, Structured Finance, Financial Services, Capital Markets, Derivatives, Alternative Investments, Financial Markets, Business Relationship..., Relationship Management, Bonds, Securities, Securitization, Corporate Trust, Financial Institutions, Fixed Income, Insurance, Project Finance, Risk Management
Education
SUNY at Buffalo
Bachelor of Science, Business Administration and Management, General
Wilmington Trust September 2014 - Present
Wells Fargo October 2005 - September 2014
BNY Mellon 2001 - 2005
Bankers Trust Co. June 1986 - October 1995
Skills
Commercial Banking, Banking, Reinsurance, Captives, Bermuda SPVs, Reg 114 Trusts, Management, Sales Management, Divisional Management, Structured Finance, Financial Services, Capital Markets, Derivatives, Alternative Investments, Financial Markets, Business Relationship..., Relationship Management, Bonds, Securities, Securitization, Corporate Trust, Financial Institutions, Fixed Income, Insurance, Project Finance, Risk Management
Education
SUNY at Buffalo
Bachelor of Science, Business Administration and Management, General
Noreen Sobottka Noreen Sobottka's Wells Fargo Experience 1984 - Present
Job SVP Commercial Banking at Wells Fargo Bank
Industry Financial Services
Experience
Wells Fargo Bank April 2010 - Present
Wells Fargo 1984 - Present
Skills
Credit, Commercial Lending, Loans, Credit Analysis, Commercial Banking, Banking, Mortgage Lending, Small Business Lending, Portfolio Management, Credit Risk, Underwriting, Loan Origination, Consumer Lending, Lines Of Credit, Retail Banking, Financial Analysis, Risk Management, Investments, Finance, Financial Risk, Asset Based Lending, Relationship Management, Commercial Mortgages
Education
University College Cork 1974 — 1979
Bachelor of Commerce (B.Com.), Accounting and law, Magne Cum Laude
University College Cork 1974 — 1979
Bachelor of Commerce (BCom), Accounting and International law
Wells Fargo Bank April 2010 - Present
Wells Fargo 1984 - Present
Skills
Credit, Commercial Lending, Loans, Credit Analysis, Commercial Banking, Banking, Mortgage Lending, Small Business Lending, Portfolio Management, Credit Risk, Underwriting, Loan Origination, Consumer Lending, Lines Of Credit, Retail Banking, Financial Analysis, Risk Management, Investments, Finance, Financial Risk, Asset Based Lending, Relationship Management, Commercial Mortgages
Education
University College Cork 1974 — 1979
Bachelor of Commerce (B.Com.), Accounting and law, Magne Cum Laude
University College Cork 1974 — 1979
Bachelor of Commerce (BCom), Accounting and International law
Lauryn Wright Lauryn Wright's Wells Fargo Experience April 2012 - Present
Job Home Loan Processor at Wells Fargo Home Mortgage
Industry Banking
Experience
Wells Fargo April 2012 - Present
Tuscaloosa City Schools May 2009 - April 2012
Bama Bounders March 2007 - April 2012
University of Alabama May 2009 - August 2009
A Bullett Company February 2008 - August 2008
WiSTEM Program June 2007 - July 2007
Skills
Research, Customer Service, Community Outreach, Event Planning, Teaching, Microsoft Office, Multi Tasking, Managing Workflow, Making Deadlines, Organization
Education
University of Alabama 2007 — 2011
Bachelor of Science, Finance and Mathematics, 3.5
Wells Fargo April 2012 - Present
Tuscaloosa City Schools May 2009 - April 2012
Bama Bounders March 2007 - April 2012
University of Alabama May 2009 - August 2009
A Bullett Company February 2008 - August 2008
WiSTEM Program June 2007 - July 2007
Skills
Research, Customer Service, Community Outreach, Event Planning, Teaching, Microsoft Office, Multi Tasking, Managing Workflow, Making Deadlines, Organization
Education
University of Alabama 2007 — 2011
Bachelor of Science, Finance and Mathematics, 3.5
Steven Vaughn Steven Vaughn's Wells Fargo Experience July 2013 - Present
Job Director, Sr. Underwriter, Real Estate Capital Markets
Industry Real Estate
Experience
Wells Fargo July 2013 - Present
Bank of America Merrill Lynch April 2008 - July 2013
Bank of America April 1995 - April 2008
Bank of America January 1994 - April 1995
Republican National Committee February 1991 - July 1991
Europ Assistance 1988 - 1991
Skills
Loan Servicing, CMBS, Foreclosures, REO, Cash Management, Asset, Syndications, Sales, Market Research, Investment Banking, Commercial Banking, Risk Management, Finance, Private Equity, Corporate Finance
Education
University of South Carolina - Darla Moore School of Business 1991 — 1993
MBA, Business
University of North Carolina at Chapel Hill 1984 — 1988
BA, Political Science and French
Université Paris-Sorbonne 1987 — 1987
Certificat, Liberal Arts
Charlotte Country Day School 1981 — 1984
Wells Fargo July 2013 - Present
Bank of America Merrill Lynch April 2008 - July 2013
Bank of America April 1995 - April 2008
Bank of America January 1994 - April 1995
Republican National Committee February 1991 - July 1991
Europ Assistance 1988 - 1991
Skills
Loan Servicing, CMBS, Foreclosures, REO, Cash Management, Asset, Syndications, Sales, Market Research, Investment Banking, Commercial Banking, Risk Management, Finance, Private Equity, Corporate Finance
Education
University of South Carolina - Darla Moore School of Business 1991 — 1993
MBA, Business
University of North Carolina at Chapel Hill 1984 — 1988
BA, Political Science and French
Université Paris-Sorbonne 1987 — 1987
Certificat, Liberal Arts
Charlotte Country Day School 1981 — 1984
Fred Lerner Fred Lerner's Wells Fargo Experience June 2001 - Present
Job Vice President at Wells Fargo
Industry Banking
Experience
Wells Fargo June 2001 - Present
New York University June 1983 - Present
Marden Harrison and Kreuter, CPAs 1998 - 2001
Congress Financial 1996 - 1998
The CIT Group 1991 - 1996
Trust Compnay of New Jersey 1984 - 1991
Taylor Business Institute 1979 - 1989
Taylor Business Institute 1979 - 1989
Taylor Business Institute 1979 - 1989
Skills
Series 63, Credit, Loans, Treasury Management, Forecasting, Sales, Credit Analysis, Data Analysis, Banking, Structured Finance, Corporate Finance, Mergers & Acquisitions, Small Business Lending, Risk Management, Analysis, Underwriting, Cash Flow, Investments, Portfolio Management, Finance, Commercial Lending, Financial Analysis, Private Equity, Equities, Accounting, Commercial Banking, Financial Modeling, Financial Structuring, Cash Management, Executive Management, Due Diligence, Funding, Valuation, Financial Risk, Credit Risk, Financial Services, Asset Management, Restructuring, Capital Markets, Strategic Financial..., Loan Origination, Relationship Management, Real Estate Economics, Mortgage Lending, Securities, Investment Banking, Fixed Income, Real Estate Financing, Business Valuation, Alternative Investments
Education
SUNY Albany 1975 — 1979
BS, Accounting
Jericho High School 1972 — 1975
High School Diploma, General
Wells Fargo June 2001 - Present
New York University June 1983 - Present
Marden Harrison and Kreuter, CPAs 1998 - 2001
Congress Financial 1996 - 1998
The CIT Group 1991 - 1996
Trust Compnay of New Jersey 1984 - 1991
Taylor Business Institute 1979 - 1989
Taylor Business Institute 1979 - 1989
Taylor Business Institute 1979 - 1989
Skills
Series 63, Credit, Loans, Treasury Management, Forecasting, Sales, Credit Analysis, Data Analysis, Banking, Structured Finance, Corporate Finance, Mergers & Acquisitions, Small Business Lending, Risk Management, Analysis, Underwriting, Cash Flow, Investments, Portfolio Management, Finance, Commercial Lending, Financial Analysis, Private Equity, Equities, Accounting, Commercial Banking, Financial Modeling, Financial Structuring, Cash Management, Executive Management, Due Diligence, Funding, Valuation, Financial Risk, Credit Risk, Financial Services, Asset Management, Restructuring, Capital Markets, Strategic Financial..., Loan Origination, Relationship Management, Real Estate Economics, Mortgage Lending, Securities, Investment Banking, Fixed Income, Real Estate Financing, Business Valuation, Alternative Investments
Education
SUNY Albany 1975 — 1979
BS, Accounting
Jericho High School 1972 — 1975
High School Diploma, General
Maddy Lorusso Maddy Lorusso's Wells Fargo Experience October 2005 - January 2006
Job Talent Consultant/ Recruiter at Motorola Enterprise Mobile Business
Industry Telecommunications
Experience
Holy Trinity Catholic High School August 2007 - Present
Motorola (Enterprise Mobility Business) October 2006 - Present
IPOWER January 2006 - August 2006
Wells Fargo October 2005 - January 2006
Talent Tree August 2005 - October 2005
University of Phoenix February 2004 - August 2005
Education
University at Albany, SUNY 1999 — 2003
Bachelors of Arts
Holy Trinity Catholic High School August 2007 - Present
Motorola (Enterprise Mobility Business) October 2006 - Present
IPOWER January 2006 - August 2006
Wells Fargo October 2005 - January 2006
Talent Tree August 2005 - October 2005
University of Phoenix February 2004 - August 2005
Education
University at Albany, SUNY 1999 — 2003
Bachelors of Arts
Joseph Paik Joseph Paik's Wells Fargo Experience September 2014 - Present
Job Licensed Banker at Wells Fargo
Industry Financial Services
Experience
Wells Fargo September 2014 - Present
Wells Fargo Advisors September 2014 - Present
UBS Wealth Management June 2009 - December 2013
Merrill Lynch March 2000 - June 2009
CCS International Ltd. August 1998 - March 2000
Skills
Financial Services, Relationship Management, Portfolio Administration, High Frequency Trading, Profit & Loss Analysis, Staff Development, Staff Management, Due Diligence, AML, KYC
Education
University at Buffalo 1994 — 1998
Wells Fargo September 2014 - Present
Wells Fargo Advisors September 2014 - Present
UBS Wealth Management June 2009 - December 2013
Merrill Lynch March 2000 - June 2009
CCS International Ltd. August 1998 - March 2000
Skills
Financial Services, Relationship Management, Portfolio Administration, High Frequency Trading, Profit & Loss Analysis, Staff Development, Staff Management, Due Diligence, AML, KYC
Education
University at Buffalo 1994 — 1998
Frank Carpentiere Frank Carpentiere's Wells Fargo Experience 2008 - 2010
Job Citigold Relationship Manager at Citibank NA
Industry Banking
Experience
Citibank NA September 2010 - Present
HSBC January 2007 - September 2010
Wells Fargo 2008 - 2010
Wells Fargo 2008 - 2010
Skills
Investment Banking, Financial Analysis, Investments, Estate Planning, Residential Mortgages, Structured Investments, Series 7, Series 63, Life & Health Insurance..., Variable Annuities, Variable Life, Certified Financial..., Private Banking, Wealth Management, Wealth Management..., Mutual Funds, Investment Advisory, Bonds, Series 6
Education
St Francis Preparatory
State University of New York at Albany
Citibank NA September 2010 - Present
HSBC January 2007 - September 2010
Wells Fargo 2008 - 2010
Wells Fargo 2008 - 2010
Skills
Investment Banking, Financial Analysis, Investments, Estate Planning, Residential Mortgages, Structured Investments, Series 7, Series 63, Life & Health Insurance..., Variable Annuities, Variable Life, Certified Financial..., Private Banking, Wealth Management, Wealth Management..., Mutual Funds, Investment Advisory, Bonds, Series 6
Education
St Francis Preparatory
State University of New York at Albany
Jason Delgado's Wells Fargo Experience January 2011 - Present
Job Tier 2 Tech Support at Wells Fargo
Industry Computer Hardware
Experience
Wells Fargo January 2011 - Present
Zero One Media Center June 2010 - Present
IT Consultant July 2009 - October 2009
WET Design April 2007 - July 2009
Apple May 2006 - March 2008
Skills
Management, Lean Manufacturing, Customer Service, Engineering, Mac, Adobe Creative Suite, Illustrator, Continuous Improvement, Graphic Design, Leadership, Cross-functional Team..., Project Management, Strategic Planning, Product Development, Integration, Business Development, Product Design, Six Sigma, OS X, Manufacturing, Microsoft Office, Process Improvement, Linux, Project Planning, Team Building, Solidworks, Photoshop, Social Networking, Team Leadership, Sourcing, Troubleshooting, SolidWorks
Education
University at Buffalo 1998 — 2002
Bachelor of Arts, English/ Media Studies
Wells Fargo January 2011 - Present
Zero One Media Center June 2010 - Present
IT Consultant July 2009 - October 2009
WET Design April 2007 - July 2009
Apple May 2006 - March 2008
Skills
Management, Lean Manufacturing, Customer Service, Engineering, Mac, Adobe Creative Suite, Illustrator, Continuous Improvement, Graphic Design, Leadership, Cross-functional Team..., Project Management, Strategic Planning, Product Development, Integration, Business Development, Product Design, Six Sigma, OS X, Manufacturing, Microsoft Office, Process Improvement, Linux, Project Planning, Team Building, Solidworks, Photoshop, Social Networking, Team Leadership, Sourcing, Troubleshooting, SolidWorks
Education
University at Buffalo 1998 — 2002
Bachelor of Arts, English/ Media Studies
Sean Kessler's Wells Fargo Experience July 2012 - October 2013
Job Senior Investments Technology Engineer at Janus Capital Group
Industry Investment Management
Experience
Janus Capital Group October 2013 - Present
Wells Fargo July 2012 - October 2013
Wells Capital Management August 2008 - July 2012
Evergreen Investments, LLC August 2005 - August 2008
Ziff Brothers Investments 2003 - 2005
Ziff Brothers Investments 2002 - 2005
MSCI/Barra 1997 - 2000
Moody's Investors Service 1996 - 1997
Global Advanced Technology 1992 - 1996
Skills
Fixed Income, Electronic Trading, Equities, Trading Systems, Derivatives, Asset Managment, Proprietary Trading, Risk Management, Enterprise Risk..., Hedge Funds, Capital Markets, Financial Risk, Portfolio Management, Trading, Quantitative Finance, Financial Markets, VBA, Bloomberg, Asset Management, Bonds, Options, Market Risk, Investment Banking
Education
Plainview-Old Bethpage
Plainview-Old Bethpage 1978 — 1982
Plainview-Old Bethpage
State University of New York at Albany 1982 — 1985
Bachelor's degree, Cognitive Psychology and Psycholinguistics/Computer Science
Janus Capital Group October 2013 - Present
Wells Fargo July 2012 - October 2013
Wells Capital Management August 2008 - July 2012
Evergreen Investments, LLC August 2005 - August 2008
Ziff Brothers Investments 2003 - 2005
Ziff Brothers Investments 2002 - 2005
MSCI/Barra 1997 - 2000
Moody's Investors Service 1996 - 1997
Global Advanced Technology 1992 - 1996
Skills
Fixed Income, Electronic Trading, Equities, Trading Systems, Derivatives, Asset Managment, Proprietary Trading, Risk Management, Enterprise Risk..., Hedge Funds, Capital Markets, Financial Risk, Portfolio Management, Trading, Quantitative Finance, Financial Markets, VBA, Bloomberg, Asset Management, Bonds, Options, Market Risk, Investment Banking
Education
Plainview-Old Bethpage
Plainview-Old Bethpage 1978 — 1982
Plainview-Old Bethpage
State University of New York at Albany 1982 — 1985
Bachelor's degree, Cognitive Psychology and Psycholinguistics/Computer Science
Barry Yormack Barry Yormack's Wells Fargo Experience October 2010 - Present
Job Home Mortgage Consultant at Wells Fargo
Industry Financial Services
Experience
Wells Fargo October 2010 - Present
Wells Fargo Home Mortgage October 2010 - Present
Yormack Properties, built, June 1995 - November 2012
Bella Communications March 2006 - June 2007
B. Yormack INC March 1998 - May 2003
Yormack and Associates June 1976 - May 1996
Skills
Refinance, VA loans, Loans, Mortgage Lending, Financial Analysis, Investments, Real Estate, First Time Home Buyers, FHA, Underwriting, Residential Mortgages, Funding, Mortgage Banking, Loan Origination
Education
State University of New York at Buffalo 1966 — 1970
Bachelor's degree, psychology, natural sciences, and comparative anatomy
Wells Fargo October 2010 - Present
Wells Fargo Home Mortgage October 2010 - Present
Yormack Properties, built, June 1995 - November 2012
Bella Communications March 2006 - June 2007
B. Yormack INC March 1998 - May 2003
Yormack and Associates June 1976 - May 1996
Skills
Refinance, VA loans, Loans, Mortgage Lending, Financial Analysis, Investments, Real Estate, First Time Home Buyers, FHA, Underwriting, Residential Mortgages, Funding, Mortgage Banking, Loan Origination
Education
State University of New York at Buffalo 1966 — 1970
Bachelor's degree, psychology, natural sciences, and comparative anatomy
Tim Bean, CISA, CBA Tim Bean, CISA, CBA's Wells Fargo Experience March 2001 - March 2007
Job Senior Audit Manager Consumer Lending and Regulatory Compliance at Regions Financial Corporation
Industry Banking
Experience
Regions Financial Corporation February 2009 - Present
Washington Mutual/JPMorgan Chase & Co. April 2007 - January 2009
Wells Fargo March 2001 - March 2007
Wells Fargo 1996 - 2001
Compass Bank August 1990 - June 1996
Dent, Baker & McDowell, CPA's August 1988 - May 1990
Skills
Operational Risk..., Audit, Compliance, Enterprise Risk..., CISA, Corporate Governance, Continuous Auditing, Team Leadership, Banking, Internal Audit, Risk Management, Management, Credit, Leadership
Education
University of Alabama 1984 — 1988
Bachelors of Science, Accounting
Regions Financial Corporation February 2009 - Present
Washington Mutual/JPMorgan Chase & Co. April 2007 - January 2009
Wells Fargo March 2001 - March 2007
Wells Fargo 1996 - 2001
Compass Bank August 1990 - June 1996
Dent, Baker & McDowell, CPA's August 1988 - May 1990
Skills
Operational Risk..., Audit, Compliance, Enterprise Risk..., CISA, Corporate Governance, Continuous Auditing, Team Leadership, Banking, Internal Audit, Risk Management, Management, Credit, Leadership
Education
University of Alabama 1984 — 1988
Bachelors of Science, Accounting
Nicholas Hutcherson's Wells Fargo Experience August 2013 - May 2015
Job Securities Lending Controller Financial Control Group
Industry Investment Management
Experience
Morgan Stanley May 2015 - Present
Wells Fargo August 2013 - May 2015
University at Albany September 2008 - May 2013
Skills
Microsoft Office, Social Media, Coaching, Higher Education, Social Networking, Microsoft Word, PowerPoint, Social Media Marketing, Sales, Banking, Teamwork, Financial Services, Risk Management, Customer Service, Marketing, Strategic Planning, Finance, Leadership, Time Management, Microsoft Excel, Community Outreach, Financial Analysis, Management, Team Leadership, Research, Analytics, Sports, Investments, Accounting, Data Analysis, Financial Planning, Public Speaking
Education
University at Albany 2009 — 2013
Bachelor of Arts (B.A.), Business/Corporate Communications
Morgan Stanley May 2015 - Present
Wells Fargo August 2013 - May 2015
University at Albany September 2008 - May 2013
Skills
Microsoft Office, Social Media, Coaching, Higher Education, Social Networking, Microsoft Word, PowerPoint, Social Media Marketing, Sales, Banking, Teamwork, Financial Services, Risk Management, Customer Service, Marketing, Strategic Planning, Finance, Leadership, Time Management, Microsoft Excel, Community Outreach, Financial Analysis, Management, Team Leadership, Research, Analytics, Sports, Investments, Accounting, Data Analysis, Financial Planning, Public Speaking
Education
University at Albany 2009 — 2013
Bachelor of Arts (B.A.), Business/Corporate Communications
Mikki Harris-Douglas Mikki Harris-Douglas's Wells Fargo Experience September 2011 - October 2012
Job Sr. Mtg. Processor/Underwriter
Industry Financial Services
Experience
The Kingdom October 2014 - Present
Clayton Holdings LLC July 2014 - October 2014
Fidelity Bank Mortgage October 2012 - July 2014
Wells Fargo September 2011 - October 2012
First Horizon Home Loans June 2000 - October 2006
Skills
Mortgage Lending, Loans, Mortgage Banking, Credit, Underwriting, Refinance, Residential Mortgages, Consumer Lending, FHA, VA Loans, Credit Analysis, USDA, Mortgage Underwriting, Construction Loans, Credit Risk
Education
State University of New York at Albany
Bachelor's degree, Political Science and Government & English
The Kingdom October 2014 - Present
Clayton Holdings LLC July 2014 - October 2014
Fidelity Bank Mortgage October 2012 - July 2014
Wells Fargo September 2011 - October 2012
First Horizon Home Loans June 2000 - October 2006
Skills
Mortgage Lending, Loans, Mortgage Banking, Credit, Underwriting, Refinance, Residential Mortgages, Consumer Lending, FHA, VA Loans, Credit Analysis, USDA, Mortgage Underwriting, Construction Loans, Credit Risk
Education
State University of New York at Albany
Bachelor's degree, Political Science and Government & English
Jakob Peet's Wells Fargo Experience January 2015 - Present
Job Quality Assurance Analyst at Wells Fargo
Industry Financial Services
Experience
Wells Fargo January 2015 - Present
Wells Fargo October 2013 - January 2015
Wells Fargo Home Mortgage September 2012 - October 2013
Skills
French to English, English to French, Translation, French, Italian, Editing, Quality Assurance, Quality Auditing
Education
Université Paris Sorbonne (Paris IV) / Sorbonne University 2009 — 2010
French, Italian
University of Minnesota-Twin Cities 2006 — 2010
Bachelor of Arts, 2010; French Studies
Université Paul Valéry (Montpellier III) 2007 — 2007
French Studies
Wells Fargo January 2015 - Present
Wells Fargo October 2013 - January 2015
Wells Fargo Home Mortgage September 2012 - October 2013
Skills
French to English, English to French, Translation, French, Italian, Editing, Quality Assurance, Quality Auditing
Education
Université Paris Sorbonne (Paris IV) / Sorbonne University 2009 — 2010
French, Italian
University of Minnesota-Twin Cities 2006 — 2010
Bachelor of Arts, 2010; French Studies
Université Paul Valéry (Montpellier III) 2007 — 2007
French Studies
Justin Collishaw Justin Collishaw's Wells Fargo Experience March 2015 - April 2015
Job Equity Research Analyst
Industry Biotechnology
Experience
Jefferies April 2015 - July 2015
Wells Fargo March 2015 - April 2015
Stifel Financial Corp. September 2013 - March 2015
Frost & Sullivan October 2012 - September 2013
Prescient Life Sciences April 2008 - July 2012
Skills
Research, Pharmaceutical Industry, Biotechnology, Market Analysis, Competitive Intelligence, Strategy, Life Sciences, Strategic Planning, Cross-functional Team..., Business Analysis, Market Research, Data Analysis, Business Strategy, Business Development, Competitive Analysis, Lifesciences, Project Management, Management Consulting, Business Intelligence, Clinical Trials, Strategic Consulting, Analysis, Financial Modeling, Healthcare, Leadership, Valuation, Business Planning
Education
State University of New York at Albany 2006 — 2007
Master’s Degree, Business/Commerce, General
State University of New York at Albany 2002 — 2006
BS, Biology/Biological Sciences, General
Jefferies April 2015 - July 2015
Wells Fargo March 2015 - April 2015
Stifel Financial Corp. September 2013 - March 2015
Frost & Sullivan October 2012 - September 2013
Prescient Life Sciences April 2008 - July 2012
Skills
Research, Pharmaceutical Industry, Biotechnology, Market Analysis, Competitive Intelligence, Strategy, Life Sciences, Strategic Planning, Cross-functional Team..., Business Analysis, Market Research, Data Analysis, Business Strategy, Business Development, Competitive Analysis, Lifesciences, Project Management, Management Consulting, Business Intelligence, Clinical Trials, Strategic Consulting, Analysis, Financial Modeling, Healthcare, Leadership, Valuation, Business Planning
Education
State University of New York at Albany 2006 — 2007
Master’s Degree, Business/Commerce, General
State University of New York at Albany 2002 — 2006
BS, Biology/Biological Sciences, General
Mario Murillo Mario Murillo's Wells Fargo Experience September 2006 - April 2011
Job ZAG International
Industry International Trade and Development
Experience
ZAG International December 2013 - Present
H.U.M.A.N. January 2012 - November 2013
Wells Fargo September 2006 - April 2011
Citi July 1996 - August 2006
Skills
Alternative Investments, Capital Markets, Nutrition, Non-profits, Marketing, Social Entrepreneurship, Sales, Nonprofits, Health Education, Entrepreneurship, Start-ups, Public Health, Equities, Business Strategy, Business Development, Negotiation, Strategy, Strategic Planning, Management
Education
State University of New York at Albany 1991 — 1995
Bachelor of Science (BS) - Business Adminstration, Finance, MIS
St. Francis Prep 1987 — 1991
ZAG International December 2013 - Present
H.U.M.A.N. January 2012 - November 2013
Wells Fargo September 2006 - April 2011
Citi July 1996 - August 2006
Skills
Alternative Investments, Capital Markets, Nutrition, Non-profits, Marketing, Social Entrepreneurship, Sales, Nonprofits, Health Education, Entrepreneurship, Start-ups, Public Health, Equities, Business Strategy, Business Development, Negotiation, Strategy, Strategic Planning, Management
Education
State University of New York at Albany 1991 — 1995
Bachelor of Science (BS) - Business Adminstration, Finance, MIS
St. Francis Prep 1987 — 1991
Shane Lockhart's Wells Fargo Experience May 2010 - May 2011
Job Associate at PwC
Industry Capital Markets
Experience
PwC September 2015 - Present
University Sports Publications February 2015 - August 2015
Primeshares World Markets, LLC September 2012 - February 2015
Wells Fargo May 2010 - May 2011
Albany School of Business Investment Group September 2009 - May 2010
Skills
Applicant Tracking..., Investments, Real Estate, Bankruptcy, Negotiation, Investment Properties, Liquidation, Finance, Financial Services, Management, Business Development, Vendor Management, Relationship Management, Recruiting, PeopleSoft, Process Improvement, Leadership
Education
State University of New York at Albany 2007 — 2011
Bachelor of Science (BS), Finance, General
PwC September 2015 - Present
University Sports Publications February 2015 - August 2015
Primeshares World Markets, LLC September 2012 - February 2015
Wells Fargo May 2010 - May 2011
Albany School of Business Investment Group September 2009 - May 2010
Skills
Applicant Tracking..., Investments, Real Estate, Bankruptcy, Negotiation, Investment Properties, Liquidation, Finance, Financial Services, Management, Business Development, Vendor Management, Relationship Management, Recruiting, PeopleSoft, Process Improvement, Leadership
Education
State University of New York at Albany 2007 — 2011
Bachelor of Science (BS), Finance, General
Marco M. Gandra, HCS, SWP Marco M. Gandra, HCS, SWP's Wells Fargo Experience 2005 - December 2009
Job Apple Maps LATAM, Portugal, Spain at Apple
Industry Internet
Experience
Apple October 2013 - Present
Google August 2012 - October 2013
Wells Fargo Bank December 2007 - December 2009
Wells Fargo 2005 - December 2009
Wells Fargo Bank 2004 - 2005
Rotary International 2000 - 2004
Skills
Performance Management, Organizational..., Affirmative Action, University Relations, Coaching, Campus, Leadership Development, Human Capital Management, Talent Management, Succession Planning, HR Strategy, Strategic Planning, Workforce Planning, EEO, Mentoring, Talent Development, Management Development, Talent Acquisition, Onboarding, Career Development, OFCCP, Hiring, College Recruiting, Compliance, Orientation, Employee Engagement, HRIS, Compensation, Talent Assessment, Recruitment/Retention, HR Policies, Employer Branding, HR Consulting, Interviewing, Conflict Resolution, Applicant Tracking..., 360 Feedback, Metrics, Full-cycle Recruiting, Staff Development, Human Capital Strategy, Change Leadership, Team Building, Career Counseling, HR Business Partnering, PeopleSoft, Integrity, Positivity, Strategy, Human Resources
Education
University of San Francisco 2006 — 2008
Master, Organizational Development
1994 — 1996
Master, Political Science
Business College 1990 — 1994
BA, Business
Apple October 2013 - Present
Google August 2012 - October 2013
Wells Fargo Bank December 2007 - December 2009
Wells Fargo 2005 - December 2009
Wells Fargo Bank 2004 - 2005
Rotary International 2000 - 2004
Skills
Performance Management, Organizational..., Affirmative Action, University Relations, Coaching, Campus, Leadership Development, Human Capital Management, Talent Management, Succession Planning, HR Strategy, Strategic Planning, Workforce Planning, EEO, Mentoring, Talent Development, Management Development, Talent Acquisition, Onboarding, Career Development, OFCCP, Hiring, College Recruiting, Compliance, Orientation, Employee Engagement, HRIS, Compensation, Talent Assessment, Recruitment/Retention, HR Policies, Employer Branding, HR Consulting, Interviewing, Conflict Resolution, Applicant Tracking..., 360 Feedback, Metrics, Full-cycle Recruiting, Staff Development, Human Capital Strategy, Change Leadership, Team Building, Career Counseling, HR Business Partnering, PeopleSoft, Integrity, Positivity, Strategy, Human Resources
Education
University of San Francisco 2006 — 2008
Master, Organizational Development
1994 — 1996
Master, Political Science
Business College 1990 — 1994
BA, Business
MARC SQUIRE MARC SQUIRE's Wells Fargo Experience 2004 - Present
Job Affluent Segment Leader at Wells Fargo
Industry Financial Services
Experience
Wells Fargo Securities January 2004 - Present
Wells Fargo 2004 - Present
Skills
Private Banking, Investment Strategies, Credit Analysis, High Net Worth...
Education
State University of New York at Albany 1998 — 2002
Bachelor of Science (B.S.), Accounting and Finance
Wells Fargo Securities January 2004 - Present
Wells Fargo 2004 - Present
Skills
Private Banking, Investment Strategies, Credit Analysis, High Net Worth...
Education
State University of New York at Albany 1998 — 2002
Bachelor of Science (B.S.), Accounting and Finance
Antonina Parchuk (Mokiyenko) Antonina Parchuk (Mokiyenko)'s Wells Fargo Experience September 2012 - September 2013
Job Personal Banker at SunTrust
Industry Banking
Experience
SunTrust September 2013 - Present
Wells Fargo September 2012 - September 2013
Citizens Bank July 2011 - May 2012
All Around Photography and Sound August 2007 - May 2012
Buffalo Management Group October 2010 - June 2011
TransitowneUSA February 2010 - October 2010
Immco Diagnostics December 2003 - October 2009
Skills
Russian, Adobe Photoshop, Microsoft Office, Digital Photography, Wedding Photography, Event Planning, Sales Presentations, Presentations, Photojournalism, Graphic Design, Painting, Negotiation, Customer Service, Customer Retention, Market Research, Outlook, Building Relationships, Business Development, Advertising, Business Networking, E-commerce, Marketing Strategy, Team Leadership, Credit, Google Analytics, Marketing Communications, Social Media Marketing, Management, Public Speaking, Financial Reporting, Photography, Marketing, Stocks, Access, Microsoft Excel, Marketing Research, Microsoft Word, Customer Satisfaction, Investments, Banking, Finance, Sales, Photoshop, Quantitative Analytics, Economics, Forecasting, Financial Analysis, Loans, Time Management, Consumer Lending
Education
Indiana University - Kelley School of Business 2013 — 2015
Master of Science (MS), Finance, General, 3.5
SUNY at Buffalo 2006 — 2010
BS, Business Management, 3.4
SunTrust September 2013 - Present
Wells Fargo September 2012 - September 2013
Citizens Bank July 2011 - May 2012
All Around Photography and Sound August 2007 - May 2012
Buffalo Management Group October 2010 - June 2011
TransitowneUSA February 2010 - October 2010
Immco Diagnostics December 2003 - October 2009
Skills
Russian, Adobe Photoshop, Microsoft Office, Digital Photography, Wedding Photography, Event Planning, Sales Presentations, Presentations, Photojournalism, Graphic Design, Painting, Negotiation, Customer Service, Customer Retention, Market Research, Outlook, Building Relationships, Business Development, Advertising, Business Networking, E-commerce, Marketing Strategy, Team Leadership, Credit, Google Analytics, Marketing Communications, Social Media Marketing, Management, Public Speaking, Financial Reporting, Photography, Marketing, Stocks, Access, Microsoft Excel, Marketing Research, Microsoft Word, Customer Satisfaction, Investments, Banking, Finance, Sales, Photoshop, Quantitative Analytics, Economics, Forecasting, Financial Analysis, Loans, Time Management, Consumer Lending
Education
Indiana University - Kelley School of Business 2013 — 2015
Master of Science (MS), Finance, General, 3.5
SUNY at Buffalo 2006 — 2010
BS, Business Management, 3.4
Dan Chambless Dan Chambless's Wells Fargo Experience May 2009 - April 2015
Job Underwriting Manager at CSL Financial
Industry Banking
Experience
Wells Fargo May 2009 - April 2015
Wells Fargo May 2009 - April 2015
Baker Group 2007 - 2009
Hamilton Mortgage 2001 - 2007
Woods and Water 1996 - 2001
Betty Machine Co Inc 1989 - 1996
Skills
Microsoft Excel, Sales, Microsoft Office, Customer Service, Banking, Risk Management, Leadership, Mortgage Banking, Credit, Mortgage Lending, Loans, Credit Analysis, Financial Analysis, Underwriting, Management, Finance, Training, Analysis, Financial Risk, Marketing, Process Improvement
Education
University of Alabama 1974 — 1978
Bachelor of Science, Marketing Management, Finance
University of Alabama 1974 — 1978
Bachelor's of Science, Marketing Management. Finance Concentration, Finance and Financial Management Services
Wells Fargo May 2009 - April 2015
Wells Fargo May 2009 - April 2015
Baker Group 2007 - 2009
Hamilton Mortgage 2001 - 2007
Woods and Water 1996 - 2001
Betty Machine Co Inc 1989 - 1996
Skills
Microsoft Excel, Sales, Microsoft Office, Customer Service, Banking, Risk Management, Leadership, Mortgage Banking, Credit, Mortgage Lending, Loans, Credit Analysis, Financial Analysis, Underwriting, Management, Finance, Training, Analysis, Financial Risk, Marketing, Process Improvement
Education
University of Alabama 1974 — 1978
Bachelor of Science, Marketing Management, Finance
University of Alabama 1974 — 1978
Bachelor's of Science, Marketing Management. Finance Concentration, Finance and Financial Management Services
Joanna Guese, MIS Joanna Guese, MIS's Wells Fargo Experience January 2007 - June 2012
Job IT SR Analyst/Programmer at Mayo Clinic
Industry Information Technology and Services
Experience
Wells Fargo January 2007 - June 2012
Wells Fargo January 2007 - January 2012
Wells Fargo November 2004 - January 2007
Green Tree Servicing 2001 - 2006
Skills
SQL, Agile Methodologies, SharePoint, HTML, Databases, Microsoft SQL Server, Web Design, Disaster Recovery, Integration, Visio, Unix, Database Design, Requirements Analysis, Program Management, Project Management, Hardware, Windows Server, Business Analysis, Troubleshooting, Business Intelligence, SDLC, System Administration, Vendor Management, Visual Basic, Technical Support, Servers, Linux, Testing, Software Development, Windows, Security, Computer Hardware, Networking, JavaScript, C#, MySQL, ASP.NET, T-SQL, SSRS, Web Services, VB.NET, Web Development, Software Project..., Virtualization, WCF, Java, IIS, MS Project, jQuery, CSS
Education
University of Phoenix 2008 — 2010
Masters, Information Systems
University of Advancing Technology 2000 — 2003
Bachelors, Software Engineering
Wells Fargo January 2007 - June 2012
Wells Fargo January 2007 - January 2012
Wells Fargo November 2004 - January 2007
Green Tree Servicing 2001 - 2006
Skills
SQL, Agile Methodologies, SharePoint, HTML, Databases, Microsoft SQL Server, Web Design, Disaster Recovery, Integration, Visio, Unix, Database Design, Requirements Analysis, Program Management, Project Management, Hardware, Windows Server, Business Analysis, Troubleshooting, Business Intelligence, SDLC, System Administration, Vendor Management, Visual Basic, Technical Support, Servers, Linux, Testing, Software Development, Windows, Security, Computer Hardware, Networking, JavaScript, C#, MySQL, ASP.NET, T-SQL, SSRS, Web Services, VB.NET, Web Development, Software Project..., Virtualization, WCF, Java, IIS, MS Project, jQuery, CSS
Education
University of Phoenix 2008 — 2010
Masters, Information Systems
University of Advancing Technology 2000 — 2003
Bachelors, Software Engineering
Aliza M Urena's Wells Fargo Experience March 2014 - March 2015
Job Administrative Assistant at ABS & Co.
Industry Executive Office
Experience
ABS & Co. February 2015 - Present
Wells Fargo March 2014 - March 2015
GEICO March 2013 - January 2014
University at Buffalo Student Association August 2012 - May 2013
Career Services UB September 2012 - April 2013
TJX October 2006 - August 2012
ABS & Co. May 2007 - December 2009
Skills
Spanish-speaking, Microsoft Office, Spanish, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Event Planning, Research, Public Speaking, Outlook, Administrative..., Data Entry, Office Management, Non-profits, Editing, English, Translation, Social Media, Office Administration, Fundraising, Facebook, Social Networking, Teamwork, Access, Leadership, Community Outreach, Time Management, Communication
Education
University at Buffalo 2008 — 2013
Bachelor of Arts (B.A.), Psychology
Westchester Community College 2005 — 2008
Associate of Arts and Sciences (A.A.S.), Liberal Arts and Social Sciences
ABS & Co. February 2015 - Present
Wells Fargo March 2014 - March 2015
GEICO March 2013 - January 2014
University at Buffalo Student Association August 2012 - May 2013
Career Services UB September 2012 - April 2013
TJX October 2006 - August 2012
ABS & Co. May 2007 - December 2009
Skills
Spanish-speaking, Microsoft Office, Spanish, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Event Planning, Research, Public Speaking, Outlook, Administrative..., Data Entry, Office Management, Non-profits, Editing, English, Translation, Social Media, Office Administration, Fundraising, Facebook, Social Networking, Teamwork, Access, Leadership, Community Outreach, Time Management, Communication
Education
University at Buffalo 2008 — 2013
Bachelor of Arts (B.A.), Psychology
Westchester Community College 2005 — 2008
Associate of Arts and Sciences (A.A.S.), Liberal Arts and Social Sciences
Caleb Barton, CFE, MSFA's Wells Fargo Experience June 2012 - May 2013
Job SaxBST Forensic, Valuation, and Litigation Group
Industry Accounting
Experience
SaxBST October 2013 - Present
Financial Industry Regulatory Authority May 2013 - August 2013
Wells Fargo June 2012 - May 2013
Ford Motor Company May 2011 - August 2012
Paulsen Development Company May 2006 - March 2010
Skills
Accounting, Analysis, Team Leadership, Microsoft Excel, Sales, Public Speaking, Financial Analysis, Management, Research, Customer Service, Fraud Detection, Financial Markets, Stock Market, Music, Auditing, QuickBooks, Finance, Financial Reporting
Education
State University of New York at Albany 2014 — 2015
Master's Degree, Forensic Accounting, Concentration in Finance
State University of New York at Albany 2010 — 2014
Bachelor's Degree, Accounting, 3.86 - Summa Cum Laude
SaxBST October 2013 - Present
Financial Industry Regulatory Authority May 2013 - August 2013
Wells Fargo June 2012 - May 2013
Ford Motor Company May 2011 - August 2012
Paulsen Development Company May 2006 - March 2010
Skills
Accounting, Analysis, Team Leadership, Microsoft Excel, Sales, Public Speaking, Financial Analysis, Management, Research, Customer Service, Fraud Detection, Financial Markets, Stock Market, Music, Auditing, QuickBooks, Finance, Financial Reporting
Education
State University of New York at Albany 2014 — 2015
Master's Degree, Forensic Accounting, Concentration in Finance
State University of New York at Albany 2010 — 2014
Bachelor's Degree, Accounting, 3.86 - Summa Cum Laude
Benjamin Ross Autry Benjamin Ross Autry's Wells Fargo Experience July 2010 - November 2012
Job Pricing & Profitability Analyst at Office Depot
Industry Financial Services
Experience
Office Depot November 2013 - Present
Highland Capital Brokerage October 2012 - October 2013
Wells Fargo July 2010 - November 2012
University of Alabama August 2005 - August 2009
Skills
Microsoft Excel, Sales, Analysis, Financial Analysis, Microsoft Office, PowerPoint, Customer Service
Education
University of Alabama 2005 — 2009
Office Depot November 2013 - Present
Highland Capital Brokerage October 2012 - October 2013
Wells Fargo July 2010 - November 2012
University of Alabama August 2005 - August 2009
Skills
Microsoft Excel, Sales, Analysis, Financial Analysis, Microsoft Office, PowerPoint, Customer Service
Education
University of Alabama 2005 — 2009
Shawn Swenson Shawn Swenson's Wells Fargo Experience October 2013 - August 2014
Job Account Administrator at Cottingham & Butler
Industry Insurance
Experience
Cottingham & Butler June 2015 - Present
Wells Fargo October 2013 - August 2014
Raymond James Financial Inc. January 2011 - June 2011
Skills
Microsoft Office, Public Speaking, Research, Social Media, Event Planning, Sales, Teamwork, Marketing, Project Management, Teaching
Education
University College Dublin 2014 — 2015
Master's Degree, Sport Management
University of Iowa - Henry B. Tippie College of Business 2009 — 2013
Bachelor of Business Administration (B.B.A.), Business Administration and Management
Cottingham & Butler June 2015 - Present
Wells Fargo October 2013 - August 2014
Raymond James Financial Inc. January 2011 - June 2011
Skills
Microsoft Office, Public Speaking, Research, Social Media, Event Planning, Sales, Teamwork, Marketing, Project Management, Teaching
Education
University College Dublin 2014 — 2015
Master's Degree, Sport Management
University of Iowa - Henry B. Tippie College of Business 2009 — 2013
Bachelor of Business Administration (B.B.A.), Business Administration and Management
Stephen Van Leer Stephen Van Leer's Wells Fargo Experience August 2012 - March 2013
Job Associate at CCRE / Cantor Fitzgerald
Industry Real Estate
Experience
CCRE / Cantor Fitzgerald March 2013 - Present
Wells Fargo August 2012 - March 2013
Arbor Realty Trust, Inc. March 2011 - July 2012
CBRE June 2009 - August 2009
Skills
Asset Management, Commercial Mortgages, Underwriting, Financial Reporting, Mezzanine, CDO, Project Management, Warehouse Lending, CMBS
Education
University of Pennsylvania 2008 — 2010
Master, Architecture
State University of New York at Buffalo 2004 — 2008
CCRE / Cantor Fitzgerald March 2013 - Present
Wells Fargo August 2012 - March 2013
Arbor Realty Trust, Inc. March 2011 - July 2012
CBRE June 2009 - August 2009
Skills
Asset Management, Commercial Mortgages, Underwriting, Financial Reporting, Mezzanine, CDO, Project Management, Warehouse Lending, CMBS
Education
University of Pennsylvania 2008 — 2010
Master, Architecture
State University of New York at Buffalo 2004 — 2008
J. Isaac Crabtree J. Isaac Crabtree's Wells Fargo Experience March 2010 - August 2010
Job Assistant County Counselor, Jefferson County, Missouri
Industry Law Practice
Experience
Office of the County Counselor February 2015 - Present
Ratcliff Law Firm, LLC January 2015 - Present
The Hunt Law Firm, P.C. July 2013 - December 2014
Crabtree Law Firm July 2010 - July 2013
Wells Fargo March 2010 - August 2010
Hudson 2010 - 2010
University of Akron 2006 - 2010
Skills
Trusts, Wills, Legal Research, Estate Planning, Chapter 7 Bankruptcy, Chapter 13 Bankruptcy, Federal Stay Violations, Student Loan Debt..., Student Loan Litigation, Bankruptcy Exemption..., DUI Defense, DWI Defense, Traffic Violations, Customer Service, Civil Litigation, Litigation, Family Law, Estate Administration, Chapter 7, Criminal Law, Bankruptcy
Education
University of Akron School of Law 2006 — 2010
Juris Doctor
Office of the County Counselor February 2015 - Present
Ratcliff Law Firm, LLC January 2015 - Present
The Hunt Law Firm, P.C. July 2013 - December 2014
Crabtree Law Firm July 2010 - July 2013
Wells Fargo March 2010 - August 2010
Hudson 2010 - 2010
University of Akron 2006 - 2010
Skills
Trusts, Wills, Legal Research, Estate Planning, Chapter 7 Bankruptcy, Chapter 13 Bankruptcy, Federal Stay Violations, Student Loan Debt..., Student Loan Litigation, Bankruptcy Exemption..., DUI Defense, DWI Defense, Traffic Violations, Customer Service, Civil Litigation, Litigation, Family Law, Estate Administration, Chapter 7, Criminal Law, Bankruptcy
Education
University of Akron School of Law 2006 — 2010
Juris Doctor
Laura Stobbe Laura Stobbe's Wells Fargo Experience July 2011 - October 2011
Job Vice President at The Walden Group, Inc.
Industry Financial Services
Experience
Wells Fargo July 2011 - October 2011
JPMorgan Chase September 1997 - March 2003
Chemical Bank New Jersey June 1990 - September 1996
Oppenheimer & Co. October 1989 - June 1990
Citibank 1988 - 1989
Shearson Lehman/E.F.Hutton 1985 - 1988
Skills
Strategic Planning, Financial Modeling, Financial Analysis, Consultation Skills, Business Intelligence, Business Strategy, Industry Research, Competitive Analysis, Competitive Intelligence, Project Management, Analytics, Management
Education
New York University - Leonard N. Stern School of Business
MBA, Finance
State University of New York at Albany
BS, Business Administration/Finance
Wells Fargo July 2011 - October 2011
JPMorgan Chase September 1997 - March 2003
Chemical Bank New Jersey June 1990 - September 1996
Oppenheimer & Co. October 1989 - June 1990
Citibank 1988 - 1989
Shearson Lehman/E.F.Hutton 1985 - 1988
Skills
Strategic Planning, Financial Modeling, Financial Analysis, Consultation Skills, Business Intelligence, Business Strategy, Industry Research, Competitive Analysis, Competitive Intelligence, Project Management, Analytics, Management
Education
New York University - Leonard N. Stern School of Business
MBA, Finance
State University of New York at Albany
BS, Business Administration/Finance
Andy Matson Andy Matson's Wells Fargo Experience 2012 - 2013
Job Assistant Vice President at Commonwealth Land Title Insurance Company
Industry Real Estate
Experience
Commonwealth Land Title Insurance Company February 2015 - Present
Wells Fargo 2012 - 2013
PennyMac Loan Services, LLC 2009 - 2012
Skills
Banking, Loans, Mortgage Banking, Mortgage Lending, Real Estate, Refinance, Residential Mortgages, Credit, Real Estate Economics, Investment Properties, Loan Origination, Real Estate Transactions, FHA
Education
State University of New York at Albany
Commonwealth Land Title Insurance Company February 2015 - Present
Wells Fargo 2012 - 2013
PennyMac Loan Services, LLC 2009 - 2012
Skills
Banking, Loans, Mortgage Banking, Mortgage Lending, Real Estate, Refinance, Residential Mortgages, Credit, Real Estate Economics, Investment Properties, Loan Origination, Real Estate Transactions, FHA
Education
State University of New York at Albany
Sheryl Bernstein Sheryl Bernstein's Wells Fargo Experience February 2015 - Present
Job Senior Relationship Manager
Industry Financial Services
Experience
Wells Fargo February 2015 - Present
First Data Merchant Services 2005 - 2015
First Data Merchant Services 1998 - 2005
First Data Merchant Services June 1994 - 1998
Skills
Merchant Services, Credit Card Processing, Payment Processing, Electronic Payments, Payment Gateways, Credit Cards
Education
University at Albany, SUNY 1987 — 1990
Criminal Justice
Newfield HS
Wells Fargo February 2015 - Present
First Data Merchant Services 2005 - 2015
First Data Merchant Services 1998 - 2005
First Data Merchant Services June 1994 - 1998
Skills
Merchant Services, Credit Card Processing, Payment Processing, Electronic Payments, Payment Gateways, Credit Cards
Education
University at Albany, SUNY 1987 — 1990
Criminal Justice
Newfield HS
Neil Evangelista Neil Evangelista's Wells Fargo Experience November 2003 - March 2008
Job Compensation Program Manager at Agilent Technologies
Industry Information Technology and Services
Experience
Agilent Technologies June 2015 - Present
Bridge Bank November 2011 - Present
Neil Evangelista Consulting March 2011 - November 2011
EMC August 2010 - March 2011
Stratify ($50mm Software) March 2008 - August 2010
Wells Fargo November 2003 - March 2008
Bank of Hawaii October 2001 - April 2003
Logitech July 2000 - August 2001
Skills
Financial Modeling, Forecasting, Financial Reporting, Process Improvement, Budgets, Variance Analysis, Financial Analysis, Analysis, Account Reconciliation, Access, Finance, Mergers, Essbase, Financial Forecasting, SAP, Accounting, General Ledger, Accounts Receivable, Business Analysis, Project Management
Education
CPA- Certified Public Accountant
MBA- San Jose State University
MBA, Finance
CMA- Certified Management Accountant
State University of New York at Albany
Bachelof of Science, Business Administration
Agilent Technologies June 2015 - Present
Bridge Bank November 2011 - Present
Neil Evangelista Consulting March 2011 - November 2011
EMC August 2010 - March 2011
Stratify ($50mm Software) March 2008 - August 2010
Wells Fargo November 2003 - March 2008
Bank of Hawaii October 2001 - April 2003
Logitech July 2000 - August 2001
Skills
Financial Modeling, Forecasting, Financial Reporting, Process Improvement, Budgets, Variance Analysis, Financial Analysis, Analysis, Account Reconciliation, Access, Finance, Mergers, Essbase, Financial Forecasting, SAP, Accounting, General Ledger, Accounts Receivable, Business Analysis, Project Management
Education
CPA- Certified Public Accountant
MBA- San Jose State University
MBA, Finance
CMA- Certified Management Accountant
State University of New York at Albany
Bachelof of Science, Business Administration
Samantha Kuhl Samantha Kuhl's Wells Fargo Experience September 2011 - March 2012
Job Bakery Manager at The Olive Branch
Industry Food & Beverages
Experience
The Olive Branch July 2014 - Present
The Olive Branch April 2012 - June 2014
Wells Fargo September 2011 - March 2012
GEICO May 2009 - June 2011
Gap Inc. July 2007 - May 2009
Education
University at Buffalo 2004 — 2009
Social Sciences Interdisciplinary, Urban and public policy studies
The Olive Branch July 2014 - Present
The Olive Branch April 2012 - June 2014
Wells Fargo September 2011 - March 2012
GEICO May 2009 - June 2011
Gap Inc. July 2007 - May 2009
Education
University at Buffalo 2004 — 2009
Social Sciences Interdisciplinary, Urban and public policy studies
David Sowell David Sowell's Wells Fargo Experience April 2014 - September 2014
Job
Industry Financial Services
Experience
BBVA Compass September 2014 - Present
Wells Fargo April 2014 - September 2014
Wells Fargo May 2012 - April 2014
Wells Fargo July 2011 - May 2012
Astro Pak Corp January 2009 - June 2011
Skills
Time Management, Process Improvement, Teamwork, Financial Analysis, Operations Management, Microsoft Excel, Accounting, Data Analysis, Management, Mortgage Lending, Analytic Problem Solving, Customer Service, Access Database, Reporting & Analysis, Project Management, Critical Thinking, Creative Problem Solving, Resource Allocation, Quality Assurance, Due Diligence, Workflow Management, Project Coordination, Research, Operational Risk..., Data Collection, Leadership, Sales, Employee Training, Organization, Written & Verbal..., Inventory Analysis, Enthusiasm to learn, Product Knowledge, Integrity, Project Planning, Finance, Analysis, Loan Servicing, Customer Satisfaction, Forecasting, Budgets, Financial Reporting, Software Implementation, Credit Risk, Conflict Resolution, System Administration, PowerPoint, Pivot Tables, Training
Education
University of Alabama 2004 — 2008
Bachelor of Science (BS)
BBVA Compass September 2014 - Present
Wells Fargo April 2014 - September 2014
Wells Fargo May 2012 - April 2014
Wells Fargo July 2011 - May 2012
Astro Pak Corp January 2009 - June 2011
Skills
Time Management, Process Improvement, Teamwork, Financial Analysis, Operations Management, Microsoft Excel, Accounting, Data Analysis, Management, Mortgage Lending, Analytic Problem Solving, Customer Service, Access Database, Reporting & Analysis, Project Management, Critical Thinking, Creative Problem Solving, Resource Allocation, Quality Assurance, Due Diligence, Workflow Management, Project Coordination, Research, Operational Risk..., Data Collection, Leadership, Sales, Employee Training, Organization, Written & Verbal..., Inventory Analysis, Enthusiasm to learn, Product Knowledge, Integrity, Project Planning, Finance, Analysis, Loan Servicing, Customer Satisfaction, Forecasting, Budgets, Financial Reporting, Software Implementation, Credit Risk, Conflict Resolution, System Administration, PowerPoint, Pivot Tables, Training
Education
University of Alabama 2004 — 2008
Bachelor of Science (BS)
Andrew Satriano's Wells Fargo Experience September 2011 - March 2013
Job Corporate Account Executive at Marketo
Industry Computer Software
Experience
Marketo May 2015 - Present
VersionOne July 2014 - April 2015
VersionOne March 2013 - July 2014
Wells Fargo September 2011 - March 2013
Skills
Merchandising, Retail, Sales, Customer Service, Microsoft Excel, Microsoft Office, PowerPoint, Financial Analysis, Microsoft Word, Strategic Financial..., Marketing, Social Media, Outlook, Data Analysis, Account Management, Strategic Planning, Market Research, Time Management, Risk Management, Public Speaking, Agile Methodologies, Agile Project Management, Project Management, Leadership, Sales Operations, Team Leadership, Analysis, Management, Salesforce.com, Process Improvement, Business Analysis, Training, CRM, Customer Satisfaction, Team Building, Organizational..., Recruiting, Social Networking, Sales Process, Social Media Marketing, Requirements Analysis, Accruals, Software Quality...
Education
University of Alabama 2007 — 2011
Bachelor of Science in Commerce & Business Administration, Marketing
Hoover High School 2004 — 2007
Bachelor of Business Administration (BBA), Marketing
Marketo May 2015 - Present
VersionOne July 2014 - April 2015
VersionOne March 2013 - July 2014
Wells Fargo September 2011 - March 2013
Skills
Merchandising, Retail, Sales, Customer Service, Microsoft Excel, Microsoft Office, PowerPoint, Financial Analysis, Microsoft Word, Strategic Financial..., Marketing, Social Media, Outlook, Data Analysis, Account Management, Strategic Planning, Market Research, Time Management, Risk Management, Public Speaking, Agile Methodologies, Agile Project Management, Project Management, Leadership, Sales Operations, Team Leadership, Analysis, Management, Salesforce.com, Process Improvement, Business Analysis, Training, CRM, Customer Satisfaction, Team Building, Organizational..., Recruiting, Social Networking, Sales Process, Social Media Marketing, Requirements Analysis, Accruals, Software Quality...
Education
University of Alabama 2007 — 2011
Bachelor of Science in Commerce & Business Administration, Marketing
Hoover High School 2004 — 2007
Bachelor of Business Administration (BBA), Marketing
Kris Bieber Kris Bieber's Wells Fargo Experience April 2007 - June 2011
Job Corporate / Commercial Banking Relationship Manager at SunTrust Bank
Industry Banking
Experience
SunTrust Bank July 2011 - May 2015
Wells Fargo April 2007 - June 2011
Skills
Banking, Loans, Financial Analysis, Commercial Lending, Credit, Commercial Banking, Retail Banking, Finance, Small Business Lending, Relationship Management, Credit Analysis, Treasury Management, Investments, Consumer Lending
Education
State University of New York at Albany
SunTrust Bank July 2011 - May 2015
Wells Fargo April 2007 - June 2011
Skills
Banking, Loans, Financial Analysis, Commercial Lending, Credit, Commercial Banking, Retail Banking, Finance, Small Business Lending, Relationship Management, Credit Analysis, Treasury Management, Investments, Consumer Lending
Education
State University of New York at Albany
Glenn DeGeorge Glenn DeGeorge's Wells Fargo Experience June 2010 - Present
Job Marketing Manager at Wells Fargo
Industry Financial Services
Experience
Wells Fargo June 2010 - Present
Wells Fargo July 2007 - June 2010
Wachovia July 2002 - July 2007
Wachovia 2002 - 2003
Wachovia Securities 2000 - 2002
Impressions Business Resources LTD January 1991 - December 1999
Skills
Strategy, CRM, E-commerce, Management, Leadership, Integrated Marketing, Enterprise Software, Mobile Devices, Project Management, Marketing, Strategic Planning, Risk Management, Corporate Communications, Social Networking, Team Management, Social Media, SEM, Content Management, Content Strategy, Webinars, Web 2.0, Lead Generation, Analytics, SDLC, Accessibility, Financial Services, Blogging, Wikis, Employee Engagement
Education
University of North Carolina at Charlotte 2002 — 2004
Computer Science
University at Buffalo 1989 — 1994
BA, Economics and Finance
Wells Fargo June 2010 - Present
Wells Fargo July 2007 - June 2010
Wachovia July 2002 - July 2007
Wachovia 2002 - 2003
Wachovia Securities 2000 - 2002
Impressions Business Resources LTD January 1991 - December 1999
Skills
Strategy, CRM, E-commerce, Management, Leadership, Integrated Marketing, Enterprise Software, Mobile Devices, Project Management, Marketing, Strategic Planning, Risk Management, Corporate Communications, Social Networking, Team Management, Social Media, SEM, Content Management, Content Strategy, Webinars, Web 2.0, Lead Generation, Analytics, SDLC, Accessibility, Financial Services, Blogging, Wikis, Employee Engagement
Education
University of North Carolina at Charlotte 2002 — 2004
Computer Science
University at Buffalo 1989 — 1994
BA, Economics and Finance
Kyle Kauffman Kyle Kauffman's Wells Fargo Experience Business Process / Quality ManagerWells Fargo Insurance ServicesApril 2014 - Present
Job Business Process Quality Manager at Wells Fargo
Industry Financial Services
Experience
Wells Fargo Business Process / Quality ManagerWells Fargo Insurance ServicesApril 2014 - Present
Wells Fargo November 2006 - April 2014
Siemens September 2005 - November 2006
Tyco Plastics 2004 - 2005
Skills
Six Sigma, Continuous Improvement, Lean Manufacturing, Process Improvement, Kaizen, Business Process, Root Cause Analysis, Process Engineering, Management, Business Process..., Manufacturing, Project Management, Black Belt, Change Management, SDLC, Leadership, Training, Passion for Helping...
Education
UNC Charlotte 2010 — 2014
Master of Business Administration (M.B.A.)
University at Buffalo 1997 — 2001
Bachelors, Industrial Engineering
Wells Fargo Business Process / Quality ManagerWells Fargo Insurance ServicesApril 2014 - Present
Wells Fargo November 2006 - April 2014
Siemens September 2005 - November 2006
Tyco Plastics 2004 - 2005
Skills
Six Sigma, Continuous Improvement, Lean Manufacturing, Process Improvement, Kaizen, Business Process, Root Cause Analysis, Process Engineering, Management, Business Process..., Manufacturing, Project Management, Black Belt, Change Management, SDLC, Leadership, Training, Passion for Helping...
Education
UNC Charlotte 2010 — 2014
Master of Business Administration (M.B.A.)
University at Buffalo 1997 — 2001
Bachelors, Industrial Engineering
Rydhima Shah Brar's Wells Fargo Experience January 2013 - Present
Job EBusiness Consultant at Wells Fargo
Industry Retail
Experience
Wells Fargo January 2013 - Present
Electronic Arts July 2012 - December 2012
Sephora/LVMH September 2010 - June 2012
CBS Interactive November 2008 - July 2010
Washington Mutual Card Services November 2007 - October 2008
Chase November 2006 - October 2007
Chase June 2005 - October 2007
Chase June 2004 - August 2004
Bader Al Mulla June 2003 - August 2003
Skills
Finance, Strategy, Market Research, Product Management, Analytics, Management, Brand Management, Start-ups, Marketing Strategy, Business Planning, Leadership, Email Marketing, Business Intelligence, Marketing, Online Marketing, Project Management, Program Management, Cross-functional Team..., Forecasting, Competitive Analysis, Integrated Marketing, Strategic Partnerships, Analysis, Business Analysis, Business Strategy
Education
State University of New York at Buffalo 2001 — 2005
Bachelor of Science, Finance & Marketing
Carmel School Kuwait 2000 — 2005
Wells Fargo January 2013 - Present
Electronic Arts July 2012 - December 2012
Sephora/LVMH September 2010 - June 2012
CBS Interactive November 2008 - July 2010
Washington Mutual Card Services November 2007 - October 2008
Chase November 2006 - October 2007
Chase June 2005 - October 2007
Chase June 2004 - August 2004
Bader Al Mulla June 2003 - August 2003
Skills
Finance, Strategy, Market Research, Product Management, Analytics, Management, Brand Management, Start-ups, Marketing Strategy, Business Planning, Leadership, Email Marketing, Business Intelligence, Marketing, Online Marketing, Project Management, Program Management, Cross-functional Team..., Forecasting, Competitive Analysis, Integrated Marketing, Strategic Partnerships, Analysis, Business Analysis, Business Strategy
Education
State University of New York at Buffalo 2001 — 2005
Bachelor of Science, Finance & Marketing
Carmel School Kuwait 2000 — 2005
Chad Philip Vogel's Wells Fargo Experience May 2007 - Present
Job Branch Manager at Wells Fargo Home Mortgage
Industry Real Estate
Experience
Wells Fargo May 2007 - Present
Skills
Coaching, FHA, First Time Home Buyers, Investment Properties, Loan Origination, Loans, Mortgage Banking, Mortgage Lending, Real Estate, Refinance, Residential Mortgages, Sales, Sales Management
Education
University at Buffalo
Wells Fargo May 2007 - Present
Skills
Coaching, FHA, First Time Home Buyers, Investment Properties, Loan Origination, Loans, Mortgage Banking, Mortgage Lending, Real Estate, Refinance, Residential Mortgages, Sales, Sales Management
Education
University at Buffalo
Chad Champion's Wells Fargo Experience October 2014 - Present
Job Senior Recruiter Wholesale Risk & Compliance at Wells Fargo
Industry Financial Services
Experience
Wells Fargo October 2014 - Present
Randstad Professionals May 2010 - October 2014
Management Advisors International January 2005 - May 2010
Wachovia Securities October 2000 - December 2004
NBC Securities November 1995 - September 2000
Sterne Agee & Leach September 1993 - October 1995
Skills
Sales Management, Product Management, Financial Services, Banking, Risk Management, Executive Management, Mergers, Finance, Financial Risk, Due Diligence, Portfolio Management, Securities, Investment Banking, Executive Search, AML, Equities, Mergers & Acquisitions, Human Resources, Onboarding, Temporary Placement, Business Development, Asset Management, Insurance, Investments, Hedge Funds, Permanent Placement, Team Leadership, Internet Recruiting, Applicant Tracking..., Auditing, Temporary Staffing, College Recruiting, Staffing Services, Search, Hiring, Credit, Private Equity, Wealth Management, Interviews, Talent Acquisition, Benefits Negotiation, Screening Resumes, Professional Services, Technical Recruiting, Relationship Management, Contract Recruitment, Employee Benefits, Resume Writing, Client Development, Coaching
Education
University of Alabama 1989 — 1993
Accounting
Wells Fargo October 2014 - Present
Randstad Professionals May 2010 - October 2014
Management Advisors International January 2005 - May 2010
Wachovia Securities October 2000 - December 2004
NBC Securities November 1995 - September 2000
Sterne Agee & Leach September 1993 - October 1995
Skills
Sales Management, Product Management, Financial Services, Banking, Risk Management, Executive Management, Mergers, Finance, Financial Risk, Due Diligence, Portfolio Management, Securities, Investment Banking, Executive Search, AML, Equities, Mergers & Acquisitions, Human Resources, Onboarding, Temporary Placement, Business Development, Asset Management, Insurance, Investments, Hedge Funds, Permanent Placement, Team Leadership, Internet Recruiting, Applicant Tracking..., Auditing, Temporary Staffing, College Recruiting, Staffing Services, Search, Hiring, Credit, Private Equity, Wealth Management, Interviews, Talent Acquisition, Benefits Negotiation, Screening Resumes, Professional Services, Technical Recruiting, Relationship Management, Contract Recruitment, Employee Benefits, Resume Writing, Client Development, Coaching
Education
University of Alabama 1989 — 1993
Accounting
James Bonds James Bonds's Wells Fargo Experience 1995 - 1997
Job Finance & Accounting Professional
Industry Accounting
Experience
Turner Broadcasting System 2003 - 2014
Turner Broadcasting System 2000 - 2003
Turner Broadcasting System 1997 - 2000
Wells Fargo 1995 - 1997
Wells Fargo 1993 - 1995
Skills
Financial Analysis, Financial Reporting, Forecasting, Budgets, Strategic Financial..., Financial Modeling, Accounting, Financial Planning, Variance Analysis, Hyperion Planning, Hyperion Enterprise, PeopleSoft, Account Reconciliation, Essbase, Finance, Process Improvement, General Ledger, Hyperion HFM, Hyperion Smartview, AssureNet, PeopleSoft Financial, Supervisory Skills, Accruals, Journal Entries, Microsoft Excel, Microsoft Word, PowerPoint, Headcount Reporting, Accounts Payable..., Cash Flow Reporting, System Testing, Consolidated Reporting, Metrics Reporting, Management Reporting, Expense Allocation, Management, Analysis, Hyperion, Financial Services, Managerial Finance, Management Accounting
Education
University of Alabama 1988 — 1992
BS Accounting, 3.65 / 4.00
Greensboro Public High School, West Campus
Turner Broadcasting System 2003 - 2014
Turner Broadcasting System 2000 - 2003
Turner Broadcasting System 1997 - 2000
Wells Fargo 1995 - 1997
Wells Fargo 1993 - 1995
Skills
Financial Analysis, Financial Reporting, Forecasting, Budgets, Strategic Financial..., Financial Modeling, Accounting, Financial Planning, Variance Analysis, Hyperion Planning, Hyperion Enterprise, PeopleSoft, Account Reconciliation, Essbase, Finance, Process Improvement, General Ledger, Hyperion HFM, Hyperion Smartview, AssureNet, PeopleSoft Financial, Supervisory Skills, Accruals, Journal Entries, Microsoft Excel, Microsoft Word, PowerPoint, Headcount Reporting, Accounts Payable..., Cash Flow Reporting, System Testing, Consolidated Reporting, Metrics Reporting, Management Reporting, Expense Allocation, Management, Analysis, Hyperion, Financial Services, Managerial Finance, Management Accounting
Education
University of Alabama 1988 — 1992
BS Accounting, 3.65 / 4.00
Greensboro Public High School, West Campus
Michael Hammett Michael Hammett's Wells Fargo Experience September 2013 - Present
Job Third Party Risk Officer at Wells Fargo
Industry Financial Services
Experience
Wells Fargo September 2013 - Present
Wells Fargo November 2010 - August 2013
Wells Fargo April 2005 - November 2010
Qwest December 2003 - March 2005
AT&T January 2003 - December 2003
WorldCom/MCI 1995 - 2002
Skills
Operational Risk..., Vendor Management, Contract Negotiation, Strategic Partnership..., Risk Management &..., Complex Program..., SLA Definition &..., Service Level..., Attracting & Developing..., Continuous Process..., Audit & Regulatory..., International Business...
Education
State University of New York at Buffalo 1989 — 1993
BA, Spanish Language
Wells Fargo September 2013 - Present
Wells Fargo November 2010 - August 2013
Wells Fargo April 2005 - November 2010
Qwest December 2003 - March 2005
AT&T January 2003 - December 2003
WorldCom/MCI 1995 - 2002
Skills
Operational Risk..., Vendor Management, Contract Negotiation, Strategic Partnership..., Risk Management &..., Complex Program..., SLA Definition &..., Service Level..., Attracting & Developing..., Continuous Process..., Audit & Regulatory..., International Business...
Education
State University of New York at Buffalo 1989 — 1993
BA, Spanish Language
Matthew Kuraja Matthew Kuraja's Wells Fargo Experience August 2009 - February 2010
Job Information Technology and Services Professional
Industry Information Technology and Services
Experience
Javateer, LLC December 2013 - Present
Safeway, Inc. March 2012 - December 2013
Unicon, Inc. February 2010 - February 2012
Wells Fargo August 2009 - February 2010
Forever Living Products Intl. November 2006 - January 2009
Acxiom February 2006 - November 2006
BlueCross BlueShield of Arizona January 2003 - January 2006
Skills
Java, Maven, Software Development, Web Development, Web Applications, JDBC, Tomcat, JSP, Spring Framework, Spring, Spring Integration, Spring DI, Spring MVC, Spring Batch, Web Services, Jersey, Agile Methodologies, Scrum, Subversion, SVN, Eclipse, SQL, Oracle, REST, Servlets, JUnit, Test Driven Development, Mockito, EasyMock, BDD, Cucumber, ORM, DB2, JPA, Hibernate, Jenkins, Hudson, JavaScript, jQuery, Struts, Ant, XML, Git, Databases, HTML, SDLC, Java Enterprise Edition, Design Patterns
Education
Western International University 2004 — 2005
Master's Degree, Information Technology, 4.0 GPA
University of Advancing Technology 2000 — 2002
Bachelor's Degree, Software Engineering, 3.89 GPA
Javateer, LLC December 2013 - Present
Safeway, Inc. March 2012 - December 2013
Unicon, Inc. February 2010 - February 2012
Wells Fargo August 2009 - February 2010
Forever Living Products Intl. November 2006 - January 2009
Acxiom February 2006 - November 2006
BlueCross BlueShield of Arizona January 2003 - January 2006
Skills
Java, Maven, Software Development, Web Development, Web Applications, JDBC, Tomcat, JSP, Spring Framework, Spring, Spring Integration, Spring DI, Spring MVC, Spring Batch, Web Services, Jersey, Agile Methodologies, Scrum, Subversion, SVN, Eclipse, SQL, Oracle, REST, Servlets, JUnit, Test Driven Development, Mockito, EasyMock, BDD, Cucumber, ORM, DB2, JPA, Hibernate, Jenkins, Hudson, JavaScript, jQuery, Struts, Ant, XML, Git, Databases, HTML, SDLC, Java Enterprise Edition, Design Patterns
Education
Western International University 2004 — 2005
Master's Degree, Information Technology, 4.0 GPA
University of Advancing Technology 2000 — 2002
Bachelor's Degree, Software Engineering, 3.89 GPA
Xanthe Horste Xanthe Horste's Wells Fargo Experience July 2014 - May 2015
Job Designer | Business Analyst
Industry Information Technology and Services
Experience
Exponential Design December 2001 - Present
HackerNest 2014 - Present
Wells Fargo July 2014 - May 2015
Freeport-McMoRan Copper & Gold Inc. October 2010 - November 2013
Intel September 2009 - October 2010
Chandler Unified School District No. 80 June 2007 - June 2008
Ticketmaster Entertainment, Inc. September 2002 - June 2007
Skills
Business Analysis, User Experience Design, User Experience, Strategy, Business Process..., Project Management, Information Architecture, Interaction Design, Visio, SDLC, User-centered Design, Web Development, User Interface, Usability, Leadership, HTML 5, CSS, JavaScript, Integration, IT Policy, Enterprise Systems..., Mobile Device..., Collaboration Solutions, Content Management, SharePoint, Graphic Design, Social Media Marketing, Strategic Marketing, Marketing Strategy, Analytics, Software Documentation, Information Design, Technical Writing, Instructional System..., ADDIE, Instructional Design, E-Learning, mLearning, Training, Captivate
Education
University of Advancing Technology 2002 — 2002
Certification, Advanced Interface Design
University of Advancing Technology 2002 — 2002
Certification, Web Site Development
University of Washington
BA, English Literature
Exponential Design December 2001 - Present
HackerNest 2014 - Present
Wells Fargo July 2014 - May 2015
Freeport-McMoRan Copper & Gold Inc. October 2010 - November 2013
Intel September 2009 - October 2010
Chandler Unified School District No. 80 June 2007 - June 2008
Ticketmaster Entertainment, Inc. September 2002 - June 2007
Skills
Business Analysis, User Experience Design, User Experience, Strategy, Business Process..., Project Management, Information Architecture, Interaction Design, Visio, SDLC, User-centered Design, Web Development, User Interface, Usability, Leadership, HTML 5, CSS, JavaScript, Integration, IT Policy, Enterprise Systems..., Mobile Device..., Collaboration Solutions, Content Management, SharePoint, Graphic Design, Social Media Marketing, Strategic Marketing, Marketing Strategy, Analytics, Software Documentation, Information Design, Technical Writing, Instructional System..., ADDIE, Instructional Design, E-Learning, mLearning, Training, Captivate
Education
University of Advancing Technology 2002 — 2002
Certification, Advanced Interface Design
University of Advancing Technology 2002 — 2002
Certification, Web Site Development
University of Washington
BA, English Literature
Monica Harris Monica Harris's Wells Fargo Experience April 2004 - Present
Job Senior Recruiting Consultant, Wells Fargo Bank, N.A.
Industry Banking
Experience
Wells Fargo April 2004 - Present
Education
University at Buffalo 1989 — 1993
Bachelor of Arts
Windsor Forest 1985 — 1989
Wells Fargo April 2004 - Present
Education
University at Buffalo 1989 — 1993
Bachelor of Arts
Windsor Forest 1985 — 1989
Jay Hotaling's Wells Fargo Experience June 2013 - Present
Job
Industry Computer Software
Experience
Wells Fargo June 2013 - Present
Marriott International December 2007 - June 2013
Harris June 2007 - November 2007
Marriott International December 2003 - June 2007
Integrity One Partners June 2002 - December 2003
Marriott International June 1997 - June 2002
CGI (American Management Systems) January 1995 - June 1997
KPMG October 1993 - January 1995
CGI (American Management Systems) October 1987 - October 1993
Vanguard Technologies Corporation (CBIS Federal) April 1985 - October 1987
Skills
SOA, Java, JUnit, XML, XML Schema Design, YUI, JavaScript, Agile Methodologies, Mockito, Architecture, Software Project..., SQL, Integration, SDLC, Enterprise Architecture, ITIL Certified, WebSphere Application..., Software Development, Web Services, Cloud Computing, IT Strategy, Unix, Spring, Solution Architecture, Websphere, Requirements Analysis, Software Design, Agile Project Management, JSP, Hibernate
Education
State University of New York at Albany 1980 — 1984
BS, Mathematics / Computer Science
Wells Fargo June 2013 - Present
Marriott International December 2007 - June 2013
Harris June 2007 - November 2007
Marriott International December 2003 - June 2007
Integrity One Partners June 2002 - December 2003
Marriott International June 1997 - June 2002
CGI (American Management Systems) January 1995 - June 1997
KPMG October 1993 - January 1995
CGI (American Management Systems) October 1987 - October 1993
Vanguard Technologies Corporation (CBIS Federal) April 1985 - October 1987
Skills
SOA, Java, JUnit, XML, XML Schema Design, YUI, JavaScript, Agile Methodologies, Mockito, Architecture, Software Project..., SQL, Integration, SDLC, Enterprise Architecture, ITIL Certified, WebSphere Application..., Software Development, Web Services, Cloud Computing, IT Strategy, Unix, Spring, Solution Architecture, Websphere, Requirements Analysis, Software Design, Agile Project Management, JSP, Hibernate
Education
State University of New York at Albany 1980 — 1984
BS, Mathematics / Computer Science
Kevin Thomas's Wells Fargo Experience August 2007 - December 2007
Job Manager at PwC
Industry Computer Software
Experience
PwC August 2011 - Present
United Airlines October 2012 - January 2013
AutoTrader.com January 2012 - October 2012
Bridgewater Associates August 2011 - January 2012
Purchasing Power February 2009 - August 2011
Veredus February 2009 - September 2009
BearingPoint January 2006 - January 2009
Embarq August 2008 - November 2008
Genworth Financial January 2008 - July 2008
Wells Fargo August 2007 - December 2007
Skills
PeopleSoft, PL/SQL, Java, GL, HTML, COBOL, SQL, Visual C++, Credit Management, Business Analysis, Business Process, ERP, Business Process..., Business Intelligence, Requirements Gathering, Oracle Applications, Testing, Financials, SDLC, Oracle, Management
Education
University of Alabama 2001 — 2005
Bachelor of Science: Mangement Information Systems, Minors: Computer Software Systems, Computer Applications and Technology, Finance (Real Estate)
University of Alabama 2001 — 2005
Bachelor of Science, Management Information Systems, General
PwC August 2011 - Present
United Airlines October 2012 - January 2013
AutoTrader.com January 2012 - October 2012
Bridgewater Associates August 2011 - January 2012
Purchasing Power February 2009 - August 2011
Veredus February 2009 - September 2009
BearingPoint January 2006 - January 2009
Embarq August 2008 - November 2008
Genworth Financial January 2008 - July 2008
Wells Fargo August 2007 - December 2007
Skills
PeopleSoft, PL/SQL, Java, GL, HTML, COBOL, SQL, Visual C++, Credit Management, Business Analysis, Business Process, ERP, Business Process..., Business Intelligence, Requirements Gathering, Oracle Applications, Testing, Financials, SDLC, Oracle, Management
Education
University of Alabama 2001 — 2005
Bachelor of Science: Mangement Information Systems, Minors: Computer Software Systems, Computer Applications and Technology, Finance (Real Estate)
University of Alabama 2001 — 2005
Bachelor of Science, Management Information Systems, General
Holly Hays's Wells Fargo Experience August 2007 - May 2011
Job Founder of Smart Fruit
Industry Food & Beverages
Experience
Smart Fruit July 2013 - Present
PNC Business Credit April 2012 - July 2013
Commercial Finance Association September 2007 - April 2012
Wells Fargo August 2007 - May 2011
Transcap Trade Finance (acquired by Wells Fargo in 2008) August 2007 - June 2008
Ashford Finance October 2005 - August 2007
Skills
Credit, Asset Based Lending, Finance, Loans, Banking, New Business Development, Financial Analysis, Middle Market, Credit Analysis, Business Development, Strategy, Underwriting, Leveraged Finance, Marketing, Risk Management, Portfolio Management, Mergers & Acquisitions, Restructuring, Cash Flow, Food Industry, Food, Food & Beverage, Private Equity, Commercial Banking, Corporate Finance
Education
University of South Florida - College of Business Administration 2003 — 2005
Bachelor of Business Administration (B.B.A.), International Business ǀ Marketing
Université Paris Dauphine 2004 — 2005
International Marketing
Smart Fruit July 2013 - Present
PNC Business Credit April 2012 - July 2013
Commercial Finance Association September 2007 - April 2012
Wells Fargo August 2007 - May 2011
Transcap Trade Finance (acquired by Wells Fargo in 2008) August 2007 - June 2008
Ashford Finance October 2005 - August 2007
Skills
Credit, Asset Based Lending, Finance, Loans, Banking, New Business Development, Financial Analysis, Middle Market, Credit Analysis, Business Development, Strategy, Underwriting, Leveraged Finance, Marketing, Risk Management, Portfolio Management, Mergers & Acquisitions, Restructuring, Cash Flow, Food Industry, Food, Food & Beverage, Private Equity, Commercial Banking, Corporate Finance
Education
University of South Florida - College of Business Administration 2003 — 2005
Bachelor of Business Administration (B.B.A.), International Business ǀ Marketing
Université Paris Dauphine 2004 — 2005
International Marketing
John Mannix's Wells Fargo Experience February 2010 - March 2013
Job Vice President and Manager Investment Management System Development at Mellon Capital
Industry Information Technology and Services
Experience
Mellon Capital March 2013 - Present
Wells Fargo February 2010 - March 2013
JWM Consulting April 2009 - July 2010
Charles Schwab & Co., Inc. January 2007 - April 2009
Charles Schwab November 2005 - December 2006
Charles Schwab September 2004 - October 2005
Charles Schwab October 2003 - August 2004
Charles Schwab May 1999 - September 2003
Stanford University Medical Center March 1998 - April 1999
Stanford University Medical Center June 1997 - February 1998
Skills
Databases, XML, Oracle, Microsoft SQL Server, Tomcat, JavaScript, Software Development, Perl, Linux, SQL, C#, Web Services, Integration, Java Enterprise Edition, PL/SQL, .NET, Solaris
Education
University of California, Berkeley - Walter A. Haas School of Business 2008 — 2008
Seminar - Mathematics of Financial Engineering
University of California, Berkeley 2002 — 2007
Finance, Accounting, Economics and Software Engineering Classes
University at Buffalo 1979 — 1985
BA, Mathematics / Aerospace Engineering
Mellon Capital March 2013 - Present
Wells Fargo February 2010 - March 2013
JWM Consulting April 2009 - July 2010
Charles Schwab & Co., Inc. January 2007 - April 2009
Charles Schwab November 2005 - December 2006
Charles Schwab September 2004 - October 2005
Charles Schwab October 2003 - August 2004
Charles Schwab May 1999 - September 2003
Stanford University Medical Center March 1998 - April 1999
Stanford University Medical Center June 1997 - February 1998
Skills
Databases, XML, Oracle, Microsoft SQL Server, Tomcat, JavaScript, Software Development, Perl, Linux, SQL, C#, Web Services, Integration, Java Enterprise Edition, PL/SQL, .NET, Solaris
Education
University of California, Berkeley - Walter A. Haas School of Business 2008 — 2008
Seminar - Mathematics of Financial Engineering
University of California, Berkeley 2002 — 2007
Finance, Accounting, Economics and Software Engineering Classes
University at Buffalo 1979 — 1985
BA, Mathematics / Aerospace Engineering
Christopher Micheletti's Wells Fargo Experience May 2015 - Present
Job Senior Vice President Relationship Manager at Wells Fargo
Industry Banking
Experience
Wells Fargo May 2015 - Present
Citibank May 2007 - May 2015
Citigroup December 2004 - May 2007
Citigroup November 2003 - December 2004
GE Capital January 2002 - November 2003
Ford Motor Credit Company August 2000 - January 2002
Ford Motor Credit Company July 1998 - August 2000
Ford Motor Credit Company April 1997 - July 1998
Ford Motor Credit Company June 1996 - April 1997
Skills
Banking, Direct Sales, Credit Risk, Customer Relations, Credit Analysis, Financial Analysis, Loan Structuring, Cash Flow Lending, Business Analysis, Commercial Lending, Commercial Banking, Relationship Management, Loans, Lines Of Credit, Customer Service, Finance, Financial Structuring, Portfolio Management, Risk Management, Management
Education
Villanova University 1998 — 2000
MBA, Finance
University at Buffalo 1992 — 1996
BS, Business, Finance
Wells Fargo May 2015 - Present
Citibank May 2007 - May 2015
Citigroup December 2004 - May 2007
Citigroup November 2003 - December 2004
GE Capital January 2002 - November 2003
Ford Motor Credit Company August 2000 - January 2002
Ford Motor Credit Company July 1998 - August 2000
Ford Motor Credit Company April 1997 - July 1998
Ford Motor Credit Company June 1996 - April 1997
Skills
Banking, Direct Sales, Credit Risk, Customer Relations, Credit Analysis, Financial Analysis, Loan Structuring, Cash Flow Lending, Business Analysis, Commercial Lending, Commercial Banking, Relationship Management, Loans, Lines Of Credit, Customer Service, Finance, Financial Structuring, Portfolio Management, Risk Management, Management
Education
Villanova University 1998 — 2000
MBA, Finance
University at Buffalo 1992 — 1996
BS, Business, Finance
Bill Clerici's Wells Fargo Experience 2009 - February 2012
Job Managing Partner at Devellocus
Industry Computer Software
Experience
Devellocus May 2014 - Present
Bank of America September 2012 - May 2014
Bank of America June 2011 - September 2012
Wells Fargo 2009 - February 2012
Wachovia August 2006 - June 2011
Wachovia May 2002 - August 2006
CDI October 2000 - May 2002
Unisys May 2000 - October 2000
Skills
ASP.NET, Scrum, SDLC, Integration, Spring, Agile Project Management, SOA, .NET, Agile Methodologies, Microsoft SQL Server
Education
University of North Carolina at Charlotte 1998 — 2000
BS, Computer Science
University at Buffalo 1989 — 1994
BA, Geology
Devellocus May 2014 - Present
Bank of America September 2012 - May 2014
Bank of America June 2011 - September 2012
Wells Fargo 2009 - February 2012
Wachovia August 2006 - June 2011
Wachovia May 2002 - August 2006
CDI October 2000 - May 2002
Unisys May 2000 - October 2000
Skills
ASP.NET, Scrum, SDLC, Integration, Spring, Agile Project Management, SOA, .NET, Agile Methodologies, Microsoft SQL Server
Education
University of North Carolina at Charlotte 1998 — 2000
BS, Computer Science
University at Buffalo 1989 — 1994
BA, Geology
Dawn Singleton's Wells Fargo Experience April 2013 - June 2014
Job Client Services Professional
Industry Financial Services
Experience
Pangea Wealth Management June 2014 - July 2015
Wells Fargo April 2013 - June 2014
Wells Fargo December 2011 - April 2013
BillingTree August 2010 - November 2011
Digital Direction July 2008 - March 2009
Hostway September 2007 - May 2008
University of Phoenix May 2006 - February 2007
Wells Fargo May 2003 - April 2006
Arizona Federal Credit Union March 2001 - January 2003
Skills
Customer Service, Credit, Software Documentation, Security, Invoicing, Telecommunications, Project Management, Program Management, Analysis, CRM, Call Center, Marketing, Windows, Business Development, Customer Satisfaction, Sales, Loans, Salesforce.com, Customer Retention, Finance, Financial Risk, Training, Accounting, Management
Education
University of Phoenix 2004 — 2005
Master's, Organizational Behavior Mgt
University of Advancing Technology 2000 — 2002
Bachelor of Arts, Multimedia
Pangea Wealth Management June 2014 - July 2015
Wells Fargo April 2013 - June 2014
Wells Fargo December 2011 - April 2013
BillingTree August 2010 - November 2011
Digital Direction July 2008 - March 2009
Hostway September 2007 - May 2008
University of Phoenix May 2006 - February 2007
Wells Fargo May 2003 - April 2006
Arizona Federal Credit Union March 2001 - January 2003
Skills
Customer Service, Credit, Software Documentation, Security, Invoicing, Telecommunications, Project Management, Program Management, Analysis, CRM, Call Center, Marketing, Windows, Business Development, Customer Satisfaction, Sales, Loans, Salesforce.com, Customer Retention, Finance, Financial Risk, Training, Accounting, Management
Education
University of Phoenix 2004 — 2005
Master's, Organizational Behavior Mgt
University of Advancing Technology 2000 — 2002
Bachelor of Arts, Multimedia
Robert Jonas's Wells Fargo Experience January 2013 - Present
Job AVP Mediation Consultant at Wells Fargo
Industry Real Estate
Experience
Wells Fargo January 2013 - Present
Bank of America October 2011 - January 2013
Franklin Credit Management August 2010 - October 2011
FRANKLIN CREDIT MANAGEMENT CORPORATION April 2008 - August 2009
Lancaster Mortgage Bankers July 2006 - June 2007
ARGENT MORTGAGE COMPANY July 2003 - July 2006
American General Finance 2002 - 2003
Skills
Real Estate, Credit, Finance, Due Diligence, Loans, Mortgage Lending, Loss Mitigation, Mortgage Banking, Foreclosures, Credit Analysis, Refinance, FHA, Residential Mortgages, Mortgage Underwriting, Mortgage Servicing, Real Estate Economics, Loan Servicing, Consumer Lending, Banking, Loan Origination, FHA financing, Default, Credit Risk, Real Estate Financing, Negotiation, Financial Services, First Time Home Buyers, FNMA, Underwriting, REO, Financial Structuring, Risk Management, Financial Risk, Portfolio Management, Commercial Mortgages, Small Business Lending, Asset Management, Lines Of Credit, Commercial Lending, Home Equity Loans, Commercial Banking
Education
State University of New York 1998 — 2001
BA, Economics; Business Law; Econometrics
State University of New York at Albany 1998 — 2001
Bachelor of Arts (BA), Economics
Ramapo Senior High School
Regents Diploma
STATE UNIVERSITY AT ALBANY
BA, Economics; Business Law; Econometrics
Wells Fargo January 2013 - Present
Bank of America October 2011 - January 2013
Franklin Credit Management August 2010 - October 2011
FRANKLIN CREDIT MANAGEMENT CORPORATION April 2008 - August 2009
Lancaster Mortgage Bankers July 2006 - June 2007
ARGENT MORTGAGE COMPANY July 2003 - July 2006
American General Finance 2002 - 2003
Skills
Real Estate, Credit, Finance, Due Diligence, Loans, Mortgage Lending, Loss Mitigation, Mortgage Banking, Foreclosures, Credit Analysis, Refinance, FHA, Residential Mortgages, Mortgage Underwriting, Mortgage Servicing, Real Estate Economics, Loan Servicing, Consumer Lending, Banking, Loan Origination, FHA financing, Default, Credit Risk, Real Estate Financing, Negotiation, Financial Services, First Time Home Buyers, FNMA, Underwriting, REO, Financial Structuring, Risk Management, Financial Risk, Portfolio Management, Commercial Mortgages, Small Business Lending, Asset Management, Lines Of Credit, Commercial Lending, Home Equity Loans, Commercial Banking
Education
State University of New York 1998 — 2001
BA, Economics; Business Law; Econometrics
State University of New York at Albany 1998 — 2001
Bachelor of Arts (BA), Economics
Ramapo Senior High School
Regents Diploma
STATE UNIVERSITY AT ALBANY
BA, Economics; Business Law; Econometrics
Jean D. Stasio's Wells Fargo Experience October 2012 - December 2012
Job Litigation Attorney
Industry Law Practice
Experience
Shapiro, Fishman, & Gache, LLP June 2013 - January 2015
Promontory Financial Group, LLC 2012 - January 2013
Jacksonville Area Legal Aid, Inc. February 2013 - 2013
Parker & DuFresne, P.A. 2013 - 2013
Wells Fargo October 2012 - December 2012
Goldman Sachs 2007 - 2007
New Century Mortgage 2005 - 2007
HSBC Mortgage Services 2003 - 2005
HSBC 2003 - 2005
Skills
Mortgage Lending, Loans, Mortgage Banking, Banking, Credit, Due Diligence, Underwriting, Residential Mortgages, Risk Management, Real Estate, Investments, Asset Management, Strategic Planning, Loan Origination, Mortgage Underwriting, Management, Leadership, Credit Analysis, Strategic Financial..., Process Improvement, Legal Research, Legal Writing, Public Administration, Project Management, Project Planning, Court Proceedings, Foreclosures, Foreclosure Defense, Bankruptcy, Mortgage Servicing, Westlaw, Loan Servicing, Finance, FHA, Loss Mitigation, Financial Risk
Education
Florida Coastal School of Law 2009 — 2012
Juris Doctorate
State University of New York at Buffalo 1997 — 2001
B.A. Geography
Shapiro, Fishman, & Gache, LLP June 2013 - January 2015
Promontory Financial Group, LLC 2012 - January 2013
Jacksonville Area Legal Aid, Inc. February 2013 - 2013
Parker & DuFresne, P.A. 2013 - 2013
Wells Fargo October 2012 - December 2012
Goldman Sachs 2007 - 2007
New Century Mortgage 2005 - 2007
HSBC Mortgage Services 2003 - 2005
HSBC 2003 - 2005
Skills
Mortgage Lending, Loans, Mortgage Banking, Banking, Credit, Due Diligence, Underwriting, Residential Mortgages, Risk Management, Real Estate, Investments, Asset Management, Strategic Planning, Loan Origination, Mortgage Underwriting, Management, Leadership, Credit Analysis, Strategic Financial..., Process Improvement, Legal Research, Legal Writing, Public Administration, Project Management, Project Planning, Court Proceedings, Foreclosures, Foreclosure Defense, Bankruptcy, Mortgage Servicing, Westlaw, Loan Servicing, Finance, FHA, Loss Mitigation, Financial Risk
Education
Florida Coastal School of Law 2009 — 2012
Juris Doctorate
State University of New York at Buffalo 1997 — 2001
B.A. Geography
Charles Dietz's Wells Fargo Experience August 2013 - Present
Job Head of Synthetic Equity Trading at Wells Fargo
Industry Financial Services
Experience
Wells Fargo August 2013 - Present
Gleacher & Co. September 2012 - May 2013
UBS Investment Bank January 1994 - October 2008
Merrill Lynch September 1990 - February 1994
Skills
Hedge Funds, Prime Brokerage, Securities Lending, Financial Markets, Investment Banking, Equities, Derivatives, Trading, Electronic Trading, Equity Derivatives, Fixed Income, Swaps, Equity Trading, Structured Products, Trading Systems, Bloomberg, Credit Derivatives, Capital Markets, Options
Education
University at Albany, SUNY 1986 — 1990
Wells Fargo August 2013 - Present
Gleacher & Co. September 2012 - May 2013
UBS Investment Bank January 1994 - October 2008
Merrill Lynch September 1990 - February 1994
Skills
Hedge Funds, Prime Brokerage, Securities Lending, Financial Markets, Investment Banking, Equities, Derivatives, Trading, Electronic Trading, Equity Derivatives, Fixed Income, Swaps, Equity Trading, Structured Products, Trading Systems, Bloomberg, Credit Derivatives, Capital Markets, Options
Education
University at Albany, SUNY 1986 — 1990
Youyan Li's Wells Fargo Experience August 2008 - Present
Job Vice President/Risk Management Manager, Wells Fargo Bank
Industry Banking
Experience
Wells Fargo August 2008 - Present
PayPal May 2006 - August 2008
HSBC Card Services November 2001 - May 2006
Skills
Credit Risk, Risk Management, Credit, Portfolio Management, Banking, Credit Cards, Financial Risk, Analytics, Financial Modeling, Financial Services, Credit Analysis, Underwriting
Education
University at Buffalo
Ph.D., Economics
Wells Fargo August 2008 - Present
PayPal May 2006 - August 2008
HSBC Card Services November 2001 - May 2006
Skills
Credit Risk, Risk Management, Credit, Portfolio Management, Banking, Credit Cards, Financial Risk, Analytics, Financial Modeling, Financial Services, Credit Analysis, Underwriting
Education
University at Buffalo
Ph.D., Economics
Craig Singletary's Wells Fargo Experience August 2013 - Present
Job Senior Underwriter, Wells Fargo
Industry Banking
Experience
Wells Fargo August 2013 - Present
BB&T Corporation January 2010 - August 2013
BB&T July 2009 - December 2009
M&T Bank May 2007 - July 2009
M&T Bank December 2003 - April 2007
M&T Bank June 2003 - December 2003
M&T Bank April 2001 - June 2003
Skills
Loans, Commercial Lending, Underwriting, Pricing, Credit Analysis, Commercial Banking, Credit, Financial Analysis, Treasury Management, Financial Modeling, Business Planning, Small Business Lending, Strategic Planning, Strategy, Finance, Financial Structuring, Banking, Risk Management
Education
University of Rochester - Simon Business School 2006 — 2009
MBA, Finance and Marketing
State University of New York at Buffalo
State University of New York at Buffalo
Wells Fargo August 2013 - Present
BB&T Corporation January 2010 - August 2013
BB&T July 2009 - December 2009
M&T Bank May 2007 - July 2009
M&T Bank December 2003 - April 2007
M&T Bank June 2003 - December 2003
M&T Bank April 2001 - June 2003
Skills
Loans, Commercial Lending, Underwriting, Pricing, Credit Analysis, Commercial Banking, Credit, Financial Analysis, Treasury Management, Financial Modeling, Business Planning, Small Business Lending, Strategic Planning, Strategy, Finance, Financial Structuring, Banking, Risk Management
Education
University of Rochester - Simon Business School 2006 — 2009
MBA, Finance and Marketing
State University of New York at Buffalo
State University of New York at Buffalo
Bernardo Ramos's Wells Fargo Experience April 2014 - Present
Job Regional Vice President at Wells Fargo Bank
Industry Banking
Experience
Wells Fargo April 2014 - Present
Wells Fargo October 2011 - Present
Wells Fargo May 2007 - October 2011
Bank of America 2005 - 2007
Fleet Bank February 2002 - March 2005
Bank of America 2002 - 2005
Fleet Bank 1997 - 2002
Fleet Bank 1996 - 1997
Fleet Bank 1995 - 1996
Skills
Financial Modeling, Mortgage Lending, Commercial Banking, Credit, Banking, Asset Management, Leadership, Loans, Financial Analysis, Commercial Lending, Business Analysis, Credit Analysis, Risk Management, Treasury Management, Financial Services, Mortgage Banking, Investment Banking, Finance, Investments, Underwriting, Strategic Planning, Credit Risk, Financial Risk, Treasury Services, Retail Banking, Cross Selling, Fixed Income, Credit Cards, Securities, Loan Origination, Cash Management, Portfolio Management, Consumer Lending, Series 63, Relationship Management, Series 7, Wealth Management, Small Business Lending, Mergers & Acquisitions, Capital Markets
Education
State University of New York at Buffalo 1975 — 1979
Bachelor of Science (B.S.), Accounting
Wells Fargo April 2014 - Present
Wells Fargo October 2011 - Present
Wells Fargo May 2007 - October 2011
Bank of America 2005 - 2007
Fleet Bank February 2002 - March 2005
Bank of America 2002 - 2005
Fleet Bank 1997 - 2002
Fleet Bank 1996 - 1997
Fleet Bank 1995 - 1996
Skills
Financial Modeling, Mortgage Lending, Commercial Banking, Credit, Banking, Asset Management, Leadership, Loans, Financial Analysis, Commercial Lending, Business Analysis, Credit Analysis, Risk Management, Treasury Management, Financial Services, Mortgage Banking, Investment Banking, Finance, Investments, Underwriting, Strategic Planning, Credit Risk, Financial Risk, Treasury Services, Retail Banking, Cross Selling, Fixed Income, Credit Cards, Securities, Loan Origination, Cash Management, Portfolio Management, Consumer Lending, Series 63, Relationship Management, Series 7, Wealth Management, Small Business Lending, Mergers & Acquisitions, Capital Markets
Education
State University of New York at Buffalo 1975 — 1979
Bachelor of Science (B.S.), Accounting
David Rowan's Wells Fargo Experience 2002 - Present
Job VP & Technology Project Manager at Wells Fargo
Industry Banking
Experience
Wells Fargo 2002 - Present
Wachovia 2002 - 2010
Regions Financial Corporation 2001 - 2002
Emerald Solutions 1998 - 2001
SouthTrust Bank 1980 - 1998
Skills
Business Management and..., Large..., Information Security..., Banking and Financial..., Information Systems..., Banking, Strategic Planning, Information Systems, MS Project, Loans, Project Portfolio..., Business Analysis, Program Management, Visio
Education
University of Alabama at Birmingham 1985 — 1992
MS, Computer Science
University of Alabama 1975 — 1980
BS, Finance
Wells Fargo 2002 - Present
Wachovia 2002 - 2010
Regions Financial Corporation 2001 - 2002
Emerald Solutions 1998 - 2001
SouthTrust Bank 1980 - 1998
Skills
Business Management and..., Large..., Information Security..., Banking and Financial..., Information Systems..., Banking, Strategic Planning, Information Systems, MS Project, Loans, Project Portfolio..., Business Analysis, Program Management, Visio
Education
University of Alabama at Birmingham 1985 — 1992
MS, Computer Science
University of Alabama 1975 — 1980
BS, Finance
Frank Parisi, SPHR, CEBS's Wells Fargo Experience May 2002 - December 2004
Job Director of Annual Enrollment at ADP Major Accounts Comprehensive Services
Industry Human Resources
Experience
ADP Major Accounts Comprhnsive Services May 2014 - Present
ADP TotalSource December 2004 - May 2014
Wells Fargo May 2002 - December 2004
AmeriStar Credit Services, Inc. April 2000 - March 2002
Skills
Strategic Leadership, human, Project Execution, Recruiting, CRM, Performance Management, Deferred Compensation, Employee Relations, Human Resources, Project Management, Customer Satisfaction, Leadership, Employee Benefits, Management, Payroll, Strategy, Program Management, Budgets, Policy, Management Consulting, Personnel Management, Strategic Planning, Analysis, Coaching, Customer Retention, Sales
Education
SUNY at Buffalo 1991 — 1997
Bachelors, Business Administration
ADP Major Accounts Comprhnsive Services May 2014 - Present
ADP TotalSource December 2004 - May 2014
Wells Fargo May 2002 - December 2004
AmeriStar Credit Services, Inc. April 2000 - March 2002
Skills
Strategic Leadership, human, Project Execution, Recruiting, CRM, Performance Management, Deferred Compensation, Employee Relations, Human Resources, Project Management, Customer Satisfaction, Leadership, Employee Benefits, Management, Payroll, Strategy, Program Management, Budgets, Policy, Management Consulting, Personnel Management, Strategic Planning, Analysis, Coaching, Customer Retention, Sales
Education
SUNY at Buffalo 1991 — 1997
Bachelors, Business Administration
Sonya Kulfan's Wells Fargo Experience November 1997 - March 2003
Job Office Manager/Coordinator/Consultant at Orangutan Plumbing
Industry Management Consulting
Experience
Orangutan Plumbing January 2011 - Present
Sage Advantage June 2008 - December 2009
Volt Technical Resources August 2007 - April 2008
Plaza Research February 2006 - September 2006
Wells Fargo November 1997 - March 2003
Education
University of Advancing Technology 1999 — 2001
Orangutan Plumbing January 2011 - Present
Sage Advantage June 2008 - December 2009
Volt Technical Resources August 2007 - April 2008
Plaza Research February 2006 - September 2006
Wells Fargo November 1997 - March 2003
Education
University of Advancing Technology 1999 — 2001
Christopher Burren's Wells Fargo Experience September 1999 - Present
Job Director at Wells Fargo
Industry Capital Markets
Experience
Wells Fargo September 1999 - Present
Education
State University of New York at Buffalo
Bachelor's degree, Economics and Statistics
Wells Fargo September 1999 - Present
Education
State University of New York at Buffalo
Bachelor's degree, Economics and Statistics
Kevin Kilburn's Wells Fargo Experience 1992 - 1998
Job Chief Software Architect | Innovating solutions. Facilitating productivity. Architecting success.
Industry Information Technology and Services
Experience
TicketBiscuit February 2009 - Present
Pfeurean Services and Solutions November 2008 - April 2009
Regions Financial Corporation January 2005 - November 2008
CTS, Inc. 2001 - 2005
Intermark Group 2001 - 2001
CTS, Inc. 1998 - 2001
Wells Fargo 1992 - 1998
Skills
VB.NET, Microsoft SQL Server, C#, SQL, JavaScript, .NET, SDLC, Visual Studio, IIS, ASP.NET, SharePoint, Software Development, XML, Visio, Integration, AJAX, Business Intelligence, Java, CSS, Vendor Management, Objective-C, iOS development, Cloud Computing, Software Architectural..., Web Applications, Software Project..., T-SQL, Software Engineering
Education
University of Alabama at Birmingham 1995 — 1998
Bachelor, Double Major in Computer Science and Information Management
University of Alabama 1988 — 1990
Engineering
TicketBiscuit February 2009 - Present
Pfeurean Services and Solutions November 2008 - April 2009
Regions Financial Corporation January 2005 - November 2008
CTS, Inc. 2001 - 2005
Intermark Group 2001 - 2001
CTS, Inc. 1998 - 2001
Wells Fargo 1992 - 1998
Skills
VB.NET, Microsoft SQL Server, C#, SQL, JavaScript, .NET, SDLC, Visual Studio, IIS, ASP.NET, SharePoint, Software Development, XML, Visio, Integration, AJAX, Business Intelligence, Java, CSS, Vendor Management, Objective-C, iOS development, Cloud Computing, Software Architectural..., Web Applications, Software Project..., T-SQL, Software Engineering
Education
University of Alabama at Birmingham 1995 — 1998
Bachelor, Double Major in Computer Science and Information Management
University of Alabama 1988 — 1990
Engineering
Andrea Bastien's Wells Fargo Experience June 2015 - Present
Job Operational Risk Consultant specializing in Branch Operations/Compliance
Industry Financial Services
Experience
Wells Fargo June 2015 - Present
Wells Fargo Audit Services June 2013 - June 2015
Specialized Loan Servicing LLC May 2011 - June 2013
Freed Maxick Asset Based Lending (McGladrey affiliate) June 2008 - April 2011
FDIC RAC Contractor December 2009 - February 2010
M&T Bank September 1998 - June 2008
Skills
Auditing, Financial Analysis, Credit, Internal Audit, Financial Reporting, Banking, Accounting, Loans, Risk Management, Financial Accounting, Mortgage Servicing, Default, Mortgage Banking, Internal Controls, Risk Assessment, Business Process..., Mortgage Lending, Residential Mortgages, External Audit, Asset Based Lending, Asset Based Finance, Credit Risk, defau, Loan Servicing, Sarbanes-Oxley Act, Loss Mitigation, Due Diligence, Loan Modifications, Enterprise Risk..., Credit Analysis, Financial Statements, Accounts Receivable, General Ledger, Underwriting, Asset Management, Mortgage Underwriting, Loan Origination, Process Improvement, Bankruptcy, Fraud, Business Process, Operational Risk, Operational Risk..., Account Reconciliation, Real Estate
Education
University at Buffalo 2004 — 2008
BS, Accounting with concentration in Internal Audit
Wells Fargo June 2015 - Present
Wells Fargo Audit Services June 2013 - June 2015
Specialized Loan Servicing LLC May 2011 - June 2013
Freed Maxick Asset Based Lending (McGladrey affiliate) June 2008 - April 2011
FDIC RAC Contractor December 2009 - February 2010
M&T Bank September 1998 - June 2008
Skills
Auditing, Financial Analysis, Credit, Internal Audit, Financial Reporting, Banking, Accounting, Loans, Risk Management, Financial Accounting, Mortgage Servicing, Default, Mortgage Banking, Internal Controls, Risk Assessment, Business Process..., Mortgage Lending, Residential Mortgages, External Audit, Asset Based Lending, Asset Based Finance, Credit Risk, defau, Loan Servicing, Sarbanes-Oxley Act, Loss Mitigation, Due Diligence, Loan Modifications, Enterprise Risk..., Credit Analysis, Financial Statements, Accounts Receivable, General Ledger, Underwriting, Asset Management, Mortgage Underwriting, Loan Origination, Process Improvement, Bankruptcy, Fraud, Business Process, Operational Risk, Operational Risk..., Account Reconciliation, Real Estate
Education
University at Buffalo 2004 — 2008
BS, Accounting with concentration in Internal Audit
Catherine Hill's Wells Fargo Experience February 2013 - June 2014
Job Global Treasury Manager at salesforce.com
Industry Internet
Experience
salesforce.com June 2014 - Present
Wells Fargo February 2013 - June 2014
Wells Fargo Bank March 2010 - February 2013
Wells Fargo Bank October 2009 - March 2010
Wells Fargo June 2007 - October 2009
Gilead Sciences May 2006 - August 2006
Skills
Economics, Financial Accounting, Portfolio Management, Financial Analysis, Underwriting, Finance, Credit, Commercial Lending, Loans, Venture Capital, Credit Analysis, Commercial Banking, Investments
Education
University of Southern California 2002 — 2006
BA, Biological Sciences, Minor: French
University of California, Berkeley 2007 — 2011
Accounting
Université Paris-Sorbonne 2006 — 2007
Certificat de Langue Française, Niveau Intermediaire, French Language
salesforce.com June 2014 - Present
Wells Fargo February 2013 - June 2014
Wells Fargo Bank March 2010 - February 2013
Wells Fargo Bank October 2009 - March 2010
Wells Fargo June 2007 - October 2009
Gilead Sciences May 2006 - August 2006
Skills
Economics, Financial Accounting, Portfolio Management, Financial Analysis, Underwriting, Finance, Credit, Commercial Lending, Loans, Venture Capital, Credit Analysis, Commercial Banking, Investments
Education
University of Southern California 2002 — 2006
BA, Biological Sciences, Minor: French
University of California, Berkeley 2007 — 2011
Accounting
Université Paris-Sorbonne 2006 — 2007
Certificat de Langue Française, Niveau Intermediaire, French Language
David Agresto's Wells Fargo Experience February 2015 - Present
Job Regulatory Compliance Risk Management at Wells Fargo
Industry Financial Services
Experience
Wells Fargo February 2015 - Present
Citi November 2009 - February 2015
Citi March 2008 - November 2009
citi 2005 - 2008
Citi 2000 - 2004
Citi 1996 - 2000
Skills
Internal Audit, AML, Retail Banking, Series 7, Anti Money Laundering, KYC, Internal Controls, Auditing, Operational Risk, Operational Risk..., Commercial Banking
Education
University at Albany, SUNY 1992 — 1996
BS, Business
Xaverian 1988 — 1992
Wells Fargo February 2015 - Present
Citi November 2009 - February 2015
Citi March 2008 - November 2009
citi 2005 - 2008
Citi 2000 - 2004
Citi 1996 - 2000
Skills
Internal Audit, AML, Retail Banking, Series 7, Anti Money Laundering, KYC, Internal Controls, Auditing, Operational Risk, Operational Risk..., Commercial Banking
Education
University at Albany, SUNY 1992 — 1996
BS, Business
Xaverian 1988 — 1992
Sharon Press's Wells Fargo Experience May 2008 - Present
Job Sales Manager at Wells Fargo NMLSR ID:690487
Industry Banking
Experience
Wells Fargo May 2008 - Present
Washington Mutual Home Loans September 2004 - April 2008
Skills
Mortgage Lending, Mortgage Banking, FHA, Loan Origination, Refinance, Loans, Residential Mortgages, Credit, First Time Home Buyers, Credit Analysis, Construction Loans, Banking, Real Estate, Investment Properties, Commercial Lending, Sales, FHA financing, VA loans, Commercial Mortgages, USDA, Certified Mortgage..., Underwriting, Mortgage Underwriting, Government Loans, Sales Management, Reverse Mortgages
Education
University at Albany, SUNY 1982 — 1986
BS, ECONOMICS
Wells Fargo May 2008 - Present
Washington Mutual Home Loans September 2004 - April 2008
Skills
Mortgage Lending, Mortgage Banking, FHA, Loan Origination, Refinance, Loans, Residential Mortgages, Credit, First Time Home Buyers, Credit Analysis, Construction Loans, Banking, Real Estate, Investment Properties, Commercial Lending, Sales, FHA financing, VA loans, Commercial Mortgages, USDA, Certified Mortgage..., Underwriting, Mortgage Underwriting, Government Loans, Sales Management, Reverse Mortgages
Education
University at Albany, SUNY 1982 — 1986
BS, ECONOMICS
Bruce Mattaway's Wells Fargo Experience May 2014 - Present
Job Municipal Finance Professional
Industry Financial Services
Celine Ghebbano's Wells Fargo Experience May 2003 - January 2005
Job Business Relationship Manager, AVP at Wells Fargo Bank
Industry Banking
Experience
Wells Fargo Bank June 2011 - Present
Wells Fargo Bank February 2005 - August 2011
Wells Fargo May 2003 - January 2005
Wells Fargo Bank, NA March 2002 - June 2003
Education
Université Stendhal (Grenoble III) 1989 — 1995
Master, English and American Civilization and Literature
Wells Fargo Bank June 2011 - Present
Wells Fargo Bank February 2005 - August 2011
Wells Fargo May 2003 - January 2005
Wells Fargo Bank, NA March 2002 - June 2003
Education
Université Stendhal (Grenoble III) 1989 — 1995
Master, English and American Civilization and Literature
Tom Oury's Wells Fargo Experience 2010 - Present
Job Asset Manager Wells Fargo
Industry Real Estate
Experience
Wells Fargo 2010 - Present
SAGECREST FUND 2005 - 2009
Centerline Capital Group 2003 - 2005
CHARTERMAC MORTGAGE/PW FUNDING CAPITAL SOLUTIONS 2003 - 2005
GREENPOINT MORTGAGE FUNDING INC 2001 - 2003
ARBOR COMMERCIAL MORTGAGE LLC 2000 - 2001
DELTA FUNDING CORPORATION 1998 - 2000
Skills
Real Estate Finance, Multifamily Asset..., Asuumptions and..., Loans, Commercial Real Estate, Real Estate Economics, Financial Structuring, Asset Managment, Real Estate, Portfolio Management, Mortgage Lending, Finance, Credit, Credit Analysis
Education
State University of New York at Albany
Bachelor of Arts, Economics/Business
Wells Fargo 2010 - Present
SAGECREST FUND 2005 - 2009
Centerline Capital Group 2003 - 2005
CHARTERMAC MORTGAGE/PW FUNDING CAPITAL SOLUTIONS 2003 - 2005
GREENPOINT MORTGAGE FUNDING INC 2001 - 2003
ARBOR COMMERCIAL MORTGAGE LLC 2000 - 2001
DELTA FUNDING CORPORATION 1998 - 2000
Skills
Real Estate Finance, Multifamily Asset..., Asuumptions and..., Loans, Commercial Real Estate, Real Estate Economics, Financial Structuring, Asset Managment, Real Estate, Portfolio Management, Mortgage Lending, Finance, Credit, Credit Analysis
Education
State University of New York at Albany
Bachelor of Arts, Economics/Business
Robert Ladowski's Wells Fargo Experience September 1997 - July 2014
Job VPAsset Manager at BB&T
Industry Financial Services
Experience
BB&T May 2015 - Present
SunTrust Bank July 2014 - May 2015
Wells Fargo September 1997 - July 2014
Skills
Risk Management, Asset Managment, Financial Analysis, Banking, Operations Management, Valuation, Finance, Contract Negotiation, Strategic Planning, Negotiation, Budgets, Due Diligence, Leadership, Forecasting, Business Strategy, Business Development, New Business Development, Asset Management
Education
State University of New York at Buffalo 1990 — 1994
Bachelors of Science, Economics and Applied Finance
BB&T May 2015 - Present
SunTrust Bank July 2014 - May 2015
Wells Fargo September 1997 - July 2014
Skills
Risk Management, Asset Managment, Financial Analysis, Banking, Operations Management, Valuation, Finance, Contract Negotiation, Strategic Planning, Negotiation, Budgets, Due Diligence, Leadership, Forecasting, Business Strategy, Business Development, New Business Development, Asset Management
Education
State University of New York at Buffalo 1990 — 1994
Bachelors of Science, Economics and Applied Finance
Owen O'Brien's Wells Fargo Experience June 2012 - Present
Job
Industry Information Technology and Services
Experience
Wells Fargo June 2012 - Present
Wells Fargo Bank, N.A. June 2010 - November 2011
DHL Express, Inc November 2003 - July 2009
DHL Express, Inc. December 1998 - November 2003
DHL Express, Inc January 1997 - December 1998
Skills
Enterprise Management, System Monitoring, Remote Infrastructure..., HP Openview, Unix, HP-UX, Linux, Red Hat Linux, Windows Server 2003, Informix, Informix 4GL, Oracle, MySQL, Erwin, OPNET, Wireshark, Remedy, Service Desk, SharePoint, ClearCase, Netbackup, Visio, MS Project, Unix Shell Scripting, Perl
Education
University College Dublin
BA
Wells Fargo June 2012 - Present
Wells Fargo Bank, N.A. June 2010 - November 2011
DHL Express, Inc November 2003 - July 2009
DHL Express, Inc. December 1998 - November 2003
DHL Express, Inc January 1997 - December 1998
Skills
Enterprise Management, System Monitoring, Remote Infrastructure..., HP Openview, Unix, HP-UX, Linux, Red Hat Linux, Windows Server 2003, Informix, Informix 4GL, Oracle, MySQL, Erwin, OPNET, Wireshark, Remedy, Service Desk, SharePoint, ClearCase, Netbackup, Visio, MS Project, Unix Shell Scripting, Perl
Education
University College Dublin
BA
Mark Peterman's Wells Fargo Experience June 2012 - Present
Job Regional Bank Private Banker at Wells Fargo
Industry Investment Management
Experience
Wells Fargo June 2012 - Present
Dolphin Capital Management Inc. October 1999 - December 2011
Tullett & Tokyo, Inc. April 1996 - October 1999
Akin Gump Strauss Hauer & Feld LLP June 1994 - April 1995
Thacher Proffitt & Wood LLP October 1991 - June 1994
Education
University at Buffalo 1987 — 1991
B.S, Business Administration; Finance Concentration
New York Institute of Finance
Wells Fargo June 2012 - Present
Dolphin Capital Management Inc. October 1999 - December 2011
Tullett & Tokyo, Inc. April 1996 - October 1999
Akin Gump Strauss Hauer & Feld LLP June 1994 - April 1995
Thacher Proffitt & Wood LLP October 1991 - June 1994
Education
University at Buffalo 1987 — 1991
B.S, Business Administration; Finance Concentration
New York Institute of Finance
Jason Struletz's Wells Fargo Experience March 2012 - Present
Job Financial
Industry Marketing and Advertising
Experience
Wells Fargo March 2012 - Present
Honda Financial Services June 2010 - September 2011
Vail Resorts, Keystone CO January 2010 - June 2010
South East Sound January 2009 - October 2009
Rufus Hawkins Band LLC May 2007 - January 2009
Paradise Pools December 2006 - May 2007
Paradise Pools May 2006 - December 2006
Skills
Microsoft Office, Excel, New Business Development, Marketing Strategy, Team Building, Finance, Customer Satisfaction
Education
University of Alabama 2005 — 2009
BS: C&BA, Marketing
Wells Fargo March 2012 - Present
Honda Financial Services June 2010 - September 2011
Vail Resorts, Keystone CO January 2010 - June 2010
South East Sound January 2009 - October 2009
Rufus Hawkins Band LLC May 2007 - January 2009
Paradise Pools December 2006 - May 2007
Paradise Pools May 2006 - December 2006
Skills
Microsoft Office, Excel, New Business Development, Marketing Strategy, Team Building, Finance, Customer Satisfaction
Education
University of Alabama 2005 — 2009
BS: C&BA, Marketing
Ira Malter's Wells Fargo Experience August 2003 - December 2011
Job Private Investor
Industry Financial Services
Experience
Wells Fargo August 2003 - December 2011
Credit Suisse 1987 - 2003
Skills
Investment Banking, Capital Markets, Fixed Income, Derivatives, Hedge Funds, Equities, Bloomberg, Alternative Investments, Options, Investments, Financial Modeling, Financial Risk, FX Options, Securities, Bonds, Golf
Education
NYU Stern School of Business 1987 — 1991
MBA, Finance
SUNY Albany 1982 — 1986
BS, Accounting/Finance
Wells Fargo August 2003 - December 2011
Credit Suisse 1987 - 2003
Skills
Investment Banking, Capital Markets, Fixed Income, Derivatives, Hedge Funds, Equities, Bloomberg, Alternative Investments, Options, Investments, Financial Modeling, Financial Risk, FX Options, Securities, Bonds, Golf
Education
NYU Stern School of Business 1987 — 1991
MBA, Finance
SUNY Albany 1982 — 1986
BS, Accounting/Finance
Kevin Sullivan, CFA's Wells Fargo Experience October 2013 - Present
Job Senior Investment Research Analyst at Wells Fargo
Industry Financial Services
Experience
Wells Fargo October 2013 - Present
Bloomberg April 2011 - August 2013
UBS Wealth Management 2006 - 2011
Rhombus Capital Management February 2004 - August 2005
Lehman Brothers Holdings Inc. 1996 - 2004
The Long-Term Credit Bank of Japan, LTD 1995 - 1996
NatWest Bank 1990 - 1995
Skills
Alternative Investments, Asset Allocation, Wealth Management, Portfolio Management, Investment Strategies, Series 7, Mutual Funds, Equities, Due Diligence, Bloomberg, Financial Advisory, Capital Markets, Investment Strategy, Manager Research &..., Quantitative Research, Qualitative Research, Portfolio Construction, Risk Management, Multi-factor Risk..., Portfolio Analytics, Portfolio Performance..., Managed Accounts,..., ETFs, Separately Managed..., Closed-end Funds, Fund Of Funds, Liquid Alternatives, Structured Products, Derivatives, Relationship Management, Project Management, Security Valuation &..., Financial Modeling, Equity Research, Hedge Funds
Education
New York University - Leonard N. Stern School of Business
Master of Business Administration (M.B.A.), Finance, General
State University of New York at Albany
Bachelor of Science (B.S.), Finance, General
Wells Fargo October 2013 - Present
Bloomberg April 2011 - August 2013
UBS Wealth Management 2006 - 2011
Rhombus Capital Management February 2004 - August 2005
Lehman Brothers Holdings Inc. 1996 - 2004
The Long-Term Credit Bank of Japan, LTD 1995 - 1996
NatWest Bank 1990 - 1995
Skills
Alternative Investments, Asset Allocation, Wealth Management, Portfolio Management, Investment Strategies, Series 7, Mutual Funds, Equities, Due Diligence, Bloomberg, Financial Advisory, Capital Markets, Investment Strategy, Manager Research &..., Quantitative Research, Qualitative Research, Portfolio Construction, Risk Management, Multi-factor Risk..., Portfolio Analytics, Portfolio Performance..., Managed Accounts,..., ETFs, Separately Managed..., Closed-end Funds, Fund Of Funds, Liquid Alternatives, Structured Products, Derivatives, Relationship Management, Project Management, Security Valuation &..., Financial Modeling, Equity Research, Hedge Funds
Education
New York University - Leonard N. Stern School of Business
Master of Business Administration (M.B.A.), Finance, General
State University of New York at Albany
Bachelor of Science (B.S.), Finance, General
Fernando Maisonett's Wells Fargo Experience October 2013 - June 2014
Job Vice President / Team Manager / Test Automation Services
Industry Computer Software
Experience
Bank of America June 2014 - Present
Wells Fargo October 2013 - June 2014
Lowe's Home Improvement February 2012 - October 2013
Duke Energy Corporation June 2010 - January 2012
SumTotal Systems May 2000 - June 2010
Alstom Transport January 1999 - May 2000
Skills
Integration, Oracle, SharePoint, Data Warehousing, Microsoft SQL Server, Cloud Computing, SQL, Business Process, SaaS, PL/SQL, Program Management, Web Services, Testing, ETL, Data Migration, IIS, User Acceptance Testing, Visual Basic, ASP.NET, SSRS
Education
State University of New York at Buffalo
B.S, Electrical Engineering
Bank of America June 2014 - Present
Wells Fargo October 2013 - June 2014
Lowe's Home Improvement February 2012 - October 2013
Duke Energy Corporation June 2010 - January 2012
SumTotal Systems May 2000 - June 2010
Alstom Transport January 1999 - May 2000
Skills
Integration, Oracle, SharePoint, Data Warehousing, Microsoft SQL Server, Cloud Computing, SQL, Business Process, SaaS, PL/SQL, Program Management, Web Services, Testing, ETL, Data Migration, IIS, User Acceptance Testing, Visual Basic, ASP.NET, SSRS
Education
State University of New York at Buffalo
B.S, Electrical Engineering
Concetta Conkling's Wells Fargo Experience 1976 - 2002
Job Consultant
Industry Financial Services
Experience
Self-employed 2002 - Present
American Foundation for the Blind November 2009 - November 2013
Wells Fargo 1976 - 2002
Skills
Non-profits, Public Speaking, Nonprofits, Social Media Marketing, Strategy, Program Development, Project Management, Marketing, Strategic Planning, Leadership, Fundraising, Public Relations, Management, Training, Risk Management, Banking
Education
University at Albany, SUNY
BA, Spanish, Itallian, Business, Education
Self-employed 2002 - Present
American Foundation for the Blind November 2009 - November 2013
Wells Fargo 1976 - 2002
Skills
Non-profits, Public Speaking, Nonprofits, Social Media Marketing, Strategy, Program Development, Project Management, Marketing, Strategic Planning, Leadership, Fundraising, Public Relations, Management, Training, Risk Management, Banking
Education
University at Albany, SUNY
BA, Spanish, Itallian, Business, Education
Stefan Rosenthal's Wells Fargo Experience August 2012 - Present
Job Together we'll go far.
Industry Financial Services
Experience
Wells Fargo August 2012 - Present
Jackson Hewitt January 2010 - August 2013
Bank of America August 2011 - June 2013
Provident Bank New York June 2011 - August 2011
AdzZoo June 2009 - January 2011
Skills
Banking, Direct Sales, Customer Relations, Compliance, Team Leadership, Coaching, Sales Management, Credit, Loans, Financial Planning, Direct Marketing, Cold Calling, Small Business, Investments, Accounting, Customer Service, Customer Retention, Lines Of Credit, Retail Banking, Mortgage Lending, Insurance, Email Marketing, Deposits, Financial Services, Cash Management, Business Development, Business Planning
Education
SUNY at Buffalo 2004 — 2007
Bachelor of Science (BS), Political Science
Wells Fargo August 2012 - Present
Jackson Hewitt January 2010 - August 2013
Bank of America August 2011 - June 2013
Provident Bank New York June 2011 - August 2011
AdzZoo June 2009 - January 2011
Skills
Banking, Direct Sales, Customer Relations, Compliance, Team Leadership, Coaching, Sales Management, Credit, Loans, Financial Planning, Direct Marketing, Cold Calling, Small Business, Investments, Accounting, Customer Service, Customer Retention, Lines Of Credit, Retail Banking, Mortgage Lending, Insurance, Email Marketing, Deposits, Financial Services, Cash Management, Business Development, Business Planning
Education
SUNY at Buffalo 2004 — 2007
Bachelor of Science (BS), Political Science
Andrea Ducharme's Wells Fargo Experience June 2009 - October 2010
Job Mortgage Originator, Banking Officer at Alliance Bank NA
Industry Financial Services
Experience
Alliance Bank NA June 2012 - Present
NBT Bank 2013 - 2013
Alliance Bank na September 2010 - October 2012
Wells Fargo June 2009 - October 2010
Wells Fargo Financial 2003 - 2010
Wells Fargo Financial January 2007 - June 2009
First Niagara Bank May 2002 - 2004
Gentzke and Associates 2000 - 2001
Skills
Mortgage Lending, Banking, FHA, Consumer Lending, Credit, Loans, Credit Analysis, Sales Management, Customer Service, Leadership, Sales, Commercial Banking, Underwriting, Training, Credit Risk, Portfolio Management, Marketing, Strategic Planning, Management, Investments, Retail Banking, Team Building, Budgets, Microsoft Excel
Education
University at Buffalo 1998 — 2002
Bachelor, Communication, Business
Alliance Bank NA June 2012 - Present
NBT Bank 2013 - 2013
Alliance Bank na September 2010 - October 2012
Wells Fargo June 2009 - October 2010
Wells Fargo Financial 2003 - 2010
Wells Fargo Financial January 2007 - June 2009
First Niagara Bank May 2002 - 2004
Gentzke and Associates 2000 - 2001
Skills
Mortgage Lending, Banking, FHA, Consumer Lending, Credit, Loans, Credit Analysis, Sales Management, Customer Service, Leadership, Sales, Commercial Banking, Underwriting, Training, Credit Risk, Portfolio Management, Marketing, Strategic Planning, Management, Investments, Retail Banking, Team Building, Budgets, Microsoft Excel
Education
University at Buffalo 1998 — 2002
Bachelor, Communication, Business
Lisa Reusch, CRCM's Wells Fargo Experience March 2015 - Present
Job Operational Risk Consultant at Wells Fargo
Industry Financial Services
Experience
Wells Fargo March 2015 - Present
Wells Fargo Bank October 2010 - February 2015
Wells Fargo Financial April 2006 - October 2010
Wells Fargo Financial February 2003 - April 2006
Education
University at Buffalo
Wells Fargo March 2015 - Present
Wells Fargo Bank October 2010 - February 2015
Wells Fargo Financial April 2006 - October 2010
Wells Fargo Financial February 2003 - April 2006
Education
University at Buffalo
Wells Fargo Bank's Wells Fargo Experience January 2006 - Present
Job Wealth Management Private Banking Division
Industry Financial Services
Experience
Wells Fargo January 2006 - Present
Skills
Series 7, Life Insurance, Series 66
Education
State University of New York at Buffalo 1998 — 2002
Bachelor of Science (BS)
Wells Fargo January 2006 - Present
Skills
Series 7, Life Insurance, Series 66
Education
State University of New York at Buffalo 1998 — 2002
Bachelor of Science (BS)
Gwendolyn Strong's Wells Fargo Experience October 2013 - Present
Job Administrative Assistant at Valueoptions, Inc.
Industry Health, Wellness and Fitness
Experience
Wells Fargo October 2013 - Present
Valueoptions, Inc. December 2007 - February 2013
Canadian Consulate General November 1999 - November 2007
Skills
NC Notary, Office Administration, Organization Skills, Interpersonal Skill, Pay Close Attention to..., Communication Skills, Time Management, Multi Tasking, Customer Service, Accurate Data Entry, Record Maintenance, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Internet, Telephone Skills, Office Equipment..., Behavioral Health, HIPAA, Military Training, Cashiering, Office Management, Community Outreach, Filing, Banking, Management, Public Speaking, Data Entry
Education
SUNY at Buffalo 1999 — 2000
Criminal Justice/Law Enforcement Administration
CPCC
Wells Fargo October 2013 - Present
Valueoptions, Inc. December 2007 - February 2013
Canadian Consulate General November 1999 - November 2007
Skills
NC Notary, Office Administration, Organization Skills, Interpersonal Skill, Pay Close Attention to..., Communication Skills, Time Management, Multi Tasking, Customer Service, Accurate Data Entry, Record Maintenance, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Internet, Telephone Skills, Office Equipment..., Behavioral Health, HIPAA, Military Training, Cashiering, Office Management, Community Outreach, Filing, Banking, Management, Public Speaking, Data Entry
Education
SUNY at Buffalo 1999 — 2000
Criminal Justice/Law Enforcement Administration
CPCC
Ruth Gurgel's Wells Fargo Experience 2014 - Present
Job Vice President Credit Portfolio Consultant at Wells Fargo
Industry Financial Services
Experience
Wells Fargo 2014 - Present
Wells Fargo July 2010 - August 2014
Wells Fargo December 2004 - June 2010
Wells Fargo December 2002 - November 2004
Skills
Credit Risk, Loans, Risk Management, Banking, Credit, Credit Analysis, Commercial Lending, Commercial Banking, Wealth Management, Financial Risk, Underwriting, Financial Analysis
Education
University College Cork 1996 — 2000
BA - Economics and German
Wells Fargo 2014 - Present
Wells Fargo July 2010 - August 2014
Wells Fargo December 2004 - June 2010
Wells Fargo December 2002 - November 2004
Skills
Credit Risk, Loans, Risk Management, Banking, Credit, Credit Analysis, Commercial Lending, Commercial Banking, Wealth Management, Financial Risk, Underwriting, Financial Analysis
Education
University College Cork 1996 — 2000
BA - Economics and German
Jason Denman's Wells Fargo Experience November 2014 - Present
Job Computer Programmer at Wells Fargo
Industry Computer Software
Experience
Wells Fargo November 2014 - Present
Bank of America March 2013 - September 2014
Wells Fargo September 2011 - January 2013
Blue Lizard Technologies, Inc. August 2007 - June 2011
Skills
C#, .NET, Microsoft SQL Server, JavaScript, ASP.NET, jQuery, Visual Studio, SQL, ADO.NET, Web Services, XML, VB.NET, WPF, Silverlight, TFS, AJAX, SDLC, WCF, SSIS, Agile Methodologies, HTML
Education
State University of New York at Albany 1995 — 2001
Bachelor of Science, Computer Science
Wells Fargo November 2014 - Present
Bank of America March 2013 - September 2014
Wells Fargo September 2011 - January 2013
Blue Lizard Technologies, Inc. August 2007 - June 2011
Skills
C#, .NET, Microsoft SQL Server, JavaScript, ASP.NET, jQuery, Visual Studio, SQL, ADO.NET, Web Services, XML, VB.NET, WPF, Silverlight, TFS, AJAX, SDLC, WCF, SSIS, Agile Methodologies, HTML
Education
State University of New York at Albany 1995 — 2001
Bachelor of Science, Computer Science
James Wimmers's Wells Fargo Experience November 2011 - April 2013
Job Senior Finance Analyst ECP at Bank of America
Industry Financial Services
Experience
Bank of America September 2014 - Present
Bank of America May 2013 - September 2014
Wells Fargo November 2011 - April 2013
Bank of America September 2002 - September 2011
Bank of America June 2000 - September 2002
Bank of America April 1999 - June 2000
Bank of America December 1997 - April 1999
Skills
Accounting, Analysis, Business Intelligence, Mortgage Lending, Auditing, Banking, Finance, Access, Management, Loans, Financial Reporting, Databases, Business Analysis, Requirements Analysis, Mergers
Education
University at Albany, SUNY 1989 — 1993
Bank of America September 2014 - Present
Bank of America May 2013 - September 2014
Wells Fargo November 2011 - April 2013
Bank of America September 2002 - September 2011
Bank of America June 2000 - September 2002
Bank of America April 1999 - June 2000
Bank of America December 1997 - April 1999
Skills
Accounting, Analysis, Business Intelligence, Mortgage Lending, Auditing, Banking, Finance, Access, Management, Loans, Financial Reporting, Databases, Business Analysis, Requirements Analysis, Mergers
Education
University at Albany, SUNY 1989 — 1993
helga agostini's Wells Fargo Experience June 2005 - Present
Job lead teller at Wells Fargo
Industry Banking
Experience
Wells Fargo June 2005 - Present
CIBC June 2003 - January 2005
Education
Universiteti i Tiranës 1991 — 1996
bachelor, chemistry
Wells Fargo June 2005 - Present
CIBC June 2003 - January 2005
Education
Universiteti i Tiranës 1991 — 1996
bachelor, chemistry
Eric Volpe's Wells Fargo Experience December 2009 - March 2012
Job Territory Sales Manager at Wurth USA
Industry Financial Services
Experience
Wurth USA May 2012 - Present
Wells Fargo December 2009 - March 2012
Thomas Pink January 2009 - November 2009
Price Chopper Supermarkets December 2000 - December 2008
Skills
Sales, Management, Customer Satisfaction, Selling, Analysis, Portfolio Management, Credit, Retail Banking, Human Resources, Finance, Cross Selling, Banking, Customer Service, Microsoft Excel, Cash Management, Data Entry, Microsoft Word, Microsoft Office, Outlook, Financial Analysis
Education
SUNY Albany 2005 — 2006
Bachelor of Arts (B.A.), Communication and Rhetoric
Valencia Community College 2004 — 2005
Associate's degree, General Studies
Wurth USA May 2012 - Present
Wells Fargo December 2009 - March 2012
Thomas Pink January 2009 - November 2009
Price Chopper Supermarkets December 2000 - December 2008
Skills
Sales, Management, Customer Satisfaction, Selling, Analysis, Portfolio Management, Credit, Retail Banking, Human Resources, Finance, Cross Selling, Banking, Customer Service, Microsoft Excel, Cash Management, Data Entry, Microsoft Word, Microsoft Office, Outlook, Financial Analysis
Education
SUNY Albany 2005 — 2006
Bachelor of Arts (B.A.), Communication and Rhetoric
Valencia Community College 2004 — 2005
Associate's degree, General Studies
Bruce Burstein's Wells Fargo Experience April 2015 - Present
Job Data Services Manager at Wells Fargo
Industry
Experience
Wells Fargo April 2015 - Present
Bank of America 2011 - April 2015
Bank of America Merrill Lynch 1999 - 2011
Skills
Business Analysis, CRM, Enterprise Software, Management, Microsoft Excel, Microsoft Office, Microsoft Word, Program Management, Requirements Analysis, Research, SDLC, Project Management, Software Project..., Capital Markets
Education
State University of New York at Albany 1983 — 1985
Master of Business Administration (MBA), Management Information Systems, General
Wells Fargo April 2015 - Present
Bank of America 2011 - April 2015
Bank of America Merrill Lynch 1999 - 2011
Skills
Business Analysis, CRM, Enterprise Software, Management, Microsoft Excel, Microsoft Office, Microsoft Word, Program Management, Requirements Analysis, Research, SDLC, Project Management, Software Project..., Capital Markets
Education
State University of New York at Albany 1983 — 1985
Master of Business Administration (MBA), Management Information Systems, General
Robert DeBlasio's Wells Fargo Experience June 2007 - October 2011
Job Finacial Advisor at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney October 2011 - Present
Wells Fargo June 2007 - October 2011
Skills
Series 7, Series 63, Retirement Planning, 529 Plans, Life & Health Insurance..., 401k Rollovers, IRAs, Wealth Management, Unit Investment Trusts, SEP IRA, Fixed Annuities, Mutual Funds, Retirement
Education
State University of New York at Buffalo
Business Administration and Management, General
Morgan Stanley Smith Barney October 2011 - Present
Wells Fargo June 2007 - October 2011
Skills
Series 7, Series 63, Retirement Planning, 529 Plans, Life & Health Insurance..., 401k Rollovers, IRAs, Wealth Management, Unit Investment Trusts, SEP IRA, Fixed Annuities, Mutual Funds, Retirement
Education
State University of New York at Buffalo
Business Administration and Management, General
Maxine Wiberg's Wells Fargo Experience January 2000 - January 2004
Job Client Relationshp Consultant at TIAACREF
Industry Financial Services
Experience
TIAA-CREF September 2014 - Present
HSBC Securities Inc February 2013 - July 2014
Fisher Price November 2012 - January 2013
TIAA-CREF July 2004 - March 2012
Wells Fargo January 2000 - January 2004
FleetBoston January 1997 - January 2000
SunGard Brokerage Systems January 1994 - January 1997
Advantage Systems, Inc January 1992 - January 1994
Logica Data Architects, Inc January 1989 - January 1992
Goldome January 1978 - January 1989
Skills
Organization &..., Multi Tasking, Written Communication, Exceptional verbal, Customer Satisfaction, Customer Experience, Exceptional Listener, Highly motivated..., Training, Series 7, Financial Services, Process Improvement, Banking, Series 63, Series 6, Customer Service, Mutual Funds, Time Management, Leadership, Portfolio Management, Securities
Education
University at Buffalo
TIAA-CREF September 2014 - Present
HSBC Securities Inc February 2013 - July 2014
Fisher Price November 2012 - January 2013
TIAA-CREF July 2004 - March 2012
Wells Fargo January 2000 - January 2004
FleetBoston January 1997 - January 2000
SunGard Brokerage Systems January 1994 - January 1997
Advantage Systems, Inc January 1992 - January 1994
Logica Data Architects, Inc January 1989 - January 1992
Goldome January 1978 - January 1989
Skills
Organization &..., Multi Tasking, Written Communication, Exceptional verbal, Customer Satisfaction, Customer Experience, Exceptional Listener, Highly motivated..., Training, Series 7, Financial Services, Process Improvement, Banking, Series 63, Series 6, Customer Service, Mutual Funds, Time Management, Leadership, Portfolio Management, Securities
Education
University at Buffalo
Taryn Bennett's Wells Fargo Experience 1992 - 2000
Job Director of Operations at MedTel Outcomes
Industry Information Services
Experience
MedTel Outcomes 2007 - Present
Samuel S. Case Cabinetmakers 2006 - 2007
Chabot Space & Science Center 2000 - 2002
Wells Fargo 1992 - 2000
Skills
Team Building, Project Management, Budgets, Microsoft Office, Customer Service, Operations Management, Change Management, Training, Program Management, Account Management, Leadership, Process Improvement, Vendor Management, Strategic Planning, Human Resources, Team Leadership, Management, Cross-functional Team...
Education
SUNY at Buffalo 1977 — 1982
BA, Organizational Communication, General
MedTel Outcomes 2007 - Present
Samuel S. Case Cabinetmakers 2006 - 2007
Chabot Space & Science Center 2000 - 2002
Wells Fargo 1992 - 2000
Skills
Team Building, Project Management, Budgets, Microsoft Office, Customer Service, Operations Management, Change Management, Training, Program Management, Account Management, Leadership, Process Improvement, Vendor Management, Strategic Planning, Human Resources, Team Leadership, Management, Cross-functional Team...
Education
SUNY at Buffalo 1977 — 1982
BA, Organizational Communication, General
James Hall II's Wells Fargo Experience September 1996 - Present
Job
Industry Information Technology and Services
Experience
Wells Fargo September 1996 - Present
Education
University at Buffalo
Computer Science
Wells Fargo September 1996 - Present
Education
University at Buffalo
Computer Science
Yiping Zhuang's Wells Fargo Experience May 2004 - Present
Job Director at Wells Fargo
Industry Financial Services
Experience
Wells Fargo May 2004 - Present
Bank of Montreal, Toronto Canada June 2001 - April 2004
Algorithmics Inc June 2000 - May 2001
Skills
Options, FX Options, Trading, Financial Risk, Equities, Portfolio Management, VBA, Risk Management, Bonds, Swaps
Education
University of Waterloo
Master of Arts (M.A.), Mathematics Finance
Université libre de Bruxelles
Doctor of Philosophy (Ph.D.), Chemistry
Wells Fargo May 2004 - Present
Bank of Montreal, Toronto Canada June 2001 - April 2004
Algorithmics Inc June 2000 - May 2001
Skills
Options, FX Options, Trading, Financial Risk, Equities, Portfolio Management, VBA, Risk Management, Bonds, Swaps
Education
University of Waterloo
Master of Arts (M.A.), Mathematics Finance
Université libre de Bruxelles
Doctor of Philosophy (Ph.D.), Chemistry
Andrew Steck's Wells Fargo Experience August 2008 - January 2014
Job VP Business Development at LordSPV |TMF Group Company|
Industry Financial Services
Experience
LordSPV TMF Group Company April 2014 - Present
Wells Fargo August 2008 - January 2014
RR Donnelley Global Real Estate Services July 2006 - August 2008
The Bank of New York 1996 - 2006
Skills
New Business Development, Corporate Trust, Sales Management, Project Finance, Treasury Management, Syndicated Loan..., Global Custody, M&A support, Corporate Debt..., Shareholder Agent..., Credit Risk Management..., ABL Loans, Liquidity Management, Banking, Finance, Securitization, Structured Finance, Loans, Financial Services, Corporate Finance, Capital Markets
Education
State University of New York at Albany
Bachelor of Science (BS), Business Adminstration with Finance Concentration
LordSPV TMF Group Company April 2014 - Present
Wells Fargo August 2008 - January 2014
RR Donnelley Global Real Estate Services July 2006 - August 2008
The Bank of New York 1996 - 2006
Skills
New Business Development, Corporate Trust, Sales Management, Project Finance, Treasury Management, Syndicated Loan..., Global Custody, M&A support, Corporate Debt..., Shareholder Agent..., Credit Risk Management..., ABL Loans, Liquidity Management, Banking, Finance, Securitization, Structured Finance, Loans, Financial Services, Corporate Finance, Capital Markets
Education
State University of New York at Albany
Bachelor of Science (BS), Business Adminstration with Finance Concentration
Ajay Abraham's Wells Fargo Experience March 2015 - Present
Job DE Mortgage Underwriter
Industry Banking
Experience
Wells Fargo March 2015 - Present
Bank of America December 2005 - February 2015
Skills
Loans, Credit, Credit Analysis, Credit Risk, Mortgage Banking, Mortgage Lending, Refinance, Loan Origination, Residential Mortgages, Mortgage Underwriting, Commercial Lending, Banking, Customer Service, FHA, Underwriting, Consumer Lending, Risk Management, Microsoft Office, Financial Analysis, Finance, Retail Banking, Analysis, Financial Risk
Education
University at Buffalo 2001 — 2005
Bachelor of Business Administration (B.B.A.), Finance and Marketing
Wells Fargo March 2015 - Present
Bank of America December 2005 - February 2015
Skills
Loans, Credit, Credit Analysis, Credit Risk, Mortgage Banking, Mortgage Lending, Refinance, Loan Origination, Residential Mortgages, Mortgage Underwriting, Commercial Lending, Banking, Customer Service, FHA, Underwriting, Consumer Lending, Risk Management, Microsoft Office, Financial Analysis, Finance, Retail Banking, Analysis, Financial Risk
Education
University at Buffalo 2001 — 2005
Bachelor of Business Administration (B.B.A.), Finance and Marketing
Odette Shepherd's Wells Fargo Experience March 2002 - Present
Job Technology Coordinator at Wells Fargo
Industry Financial Services
Experience
Wells Fargo March 2002 - Present
Education
State University of New York at Albany 1980 — 1984
Bachelor's Degree, Business/Corporate Communications
Wells Fargo March 2002 - Present
Education
State University of New York at Albany 1980 — 1984
Bachelor's Degree, Business/Corporate Communications
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.
Citibank